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Technology Stocks
BAY Ntwks (under House)
An SI Board Since April 1997
Posts SubjectMarks Bans Symbol
6980 8 0 BAY
Emcee:  Beachbumm Type:  Unmoderated
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5755 stock last 5/5/98 %change bay 24 23 5/8 1.59 csco 76 3/8 73blankmind-5/12/1998
5754 I semi-ironicly think that Bay's marketing weakness would be in it's faJay Lowe-5/12/1998
5753 You can bet the LU financial gnomes have got beaucoup spreadsheets balancing thJay Lowe-5/12/1998
5752 <i>The last thing LU wants to do is rejuvenate a has been networking compblankmind-5/12/1998
5751 <i>With ASND, at least they fill a hole in frame and pick up some up to dblankmind-5/12/1998
5750 >> the fallacy of always needing to be first into a market As if MS hasnJay Lowe-5/12/1998
5749 Interesting prediction. It says that the first companies to go public in netwoPaul Fine-5/12/1998
5748 <My money says it'll be a foreign firm a la Seimens,Ericsson MAYBE NortePeppe-5/12/1998
5747 >"My only question to you is, for a guy who seems to have a decent >Ishmael-5/12/1998
5746 Ishmael, Great post. The last thing LU wants to do is rejuvenate a has been nPeppe-5/12/1998
5745 Hop Sing, Just started following this thread. What is your prediction? TIA Debt Free-5/12/1998
5744 IMHO I agree with you Pravin. I think Ascend is a much better choice. It getIshmael-5/12/1998
5743 Vepoc: In my neck of the woods things are very good. No blowout. But in the otHop Sing-5/12/1998
5742 John, I don't know, but I would hope for a 50% premium after a run up to $Pravin Kamdar-5/12/1998
5741 I thought that LU wants a data company to compete with Cisco, not a telecom comHong Xu-5/12/1998
5740 Hop Sing: Would you care to comment on BAY sales in your neck of the woods. rupert1-5/12/1998
5739 Last time I checked - - LU has a formidable presence in the RBOC carrier classHop Sing-5/12/1998
5738 I would suspect LU would want ASND for the large base of Telco and Carrier typeJack Colton-5/12/1998
5737 Ok, we agree with each other:) I basically asked thebeach why he thinks ASND iHong Xu-5/12/1998
5736 ASND is too expensive, If LU offer just $50/share which is only around $5 moreLing Chen-5/12/1998
5735 Can you explain? Common perception is that Bay has the technology but can'Hong Xu-5/12/1998
5734 I cannot believe LU would play for BAY and not ASND!!! thebeach-5/11/1998
5733 Pravin, any feel for the offer price per share if LU should make a move on BAY?John Messbauer-5/11/1998
5732 Pravin, You are probably right about the price Lucent could pay in the fall. I Daniel Liberty-5/11/1998
5731 If you look at the charts, I think the smart money expects the merger to be witPravin Kamdar-5/11/1998
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