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

To: Gary Korn who wrote (6791)	6/26/1998 3:00:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 6980

Jubak picks Cisco over Lucent, Nortel and Tlabs. investor.msn.com This is a biased and slanted article. He starts out by saying that the winner will grow at 30% or better for ten years and the losers will become another Cabletron. He does not support this premise. He assumes his premise. The telecom service providers, unlike the enterprise market, are not going to stay exclusively with one equipment provider. Jubak assumes that Cisco's profit margins in the enterprise market and its growth rates in that market will continue into the carrier market. Again, he offers no support for that assumption. The article does have one positive. Jubak's only argument against Nortel-Bay is the possibility of a stumble on the merger. This is the major reason why Nortel and Bay are selling at such a discount. If the merger goes smoothly and Bay and Nortel beat their numbers, they can support similar types of PEs. investor.msn.com