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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Joel who wrote (6758)	6/24/1998 2:51:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 6980

I believe that Nortel and Antec collaborated on building a cable network in South America. I believe that Nortel has more experience with cable networks than the other major telecom players. That experience will be combined with Bay's cable product to give them a significant edge in the cable market.

To: Joel who wrote (6758)	6/25/1998 9:24:00 AM
From: otter	Respond to of 6980

re: "Does Lucent have anything that competes with the Bay products (wrt this deal)? I would think ATT might seek some Lucent replacement products if that is possible." I spoke today with a friend at Lucent not only in this context but also in the context of the TCI-AT&T deal. Here are factors. 1. Lucent does not have products that compete with Bay. Lucent, on the other hand, is an NT competitor. 2. AT&T is a large user of Bay equipment for its internal networks. 3. Bay sells cable modems and headend routers and other infrastructure to MSOs. Here are the questions: 1. Is Lucent willing to let NT through the Bay acquisition have a presence in the internal data networks at AT&T? 2. Is Lucent willing to let NT through the Bay acquisition have a presence in AT&T's MSO cable infrastructures that they will own? If I were running Lucent, it would grind my a....s to allow that to occur. If I were Lucent, the easiest way to shortcut that problem (which see as a major PR snafu) would be to buy Bay - if I could. If not, then I would buy NT - if I could. If not that, then I would buy..... and do everything I could to throw Bay/NT outta there. Comments? Thoughts?