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Technology Stocks : Bay Networks (BAY)

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To: Srinivasan V S who wrote (2180)	11/13/1996 6:07:00 PM
From: Paul Fine	of 4270

To All--Investor's Business Daily had a major article today (page A6) on the expected explosive growth of FastEthernet next year. They briefly quote someone from BAY. Key issue is if BAY will build market share in this segment(expect $8Billion in 1997). Also said customers will need to upgrade their network management software when going to FE. This is BAY's only strong share segment. An opportunity to sell both hardware and software! They also say that there is an intrinsic lid on the growth of GigaEthernet. The article says researchers forecast only $3 Billion for GE in year 2000 vs. $30 Billion for FE that year. I would appreciate others reading the article and posting their thoughts here. Thanks Paul

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