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Technology Stocks : BAY Ntwks (under House)
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To: Cruiser who wrote (3339)1/2/1998 10:58:00 PM
From: J. David   of 6980
 
Cruiser,

Do you know when the commercials are going to be run again? I'd enjoy seeing them. I'm very positive on Bay but have a couple of concerns on which I thought you'd be able to shed some light.

I read recently in Internet World??? (used to be Communications Week) that Compaq is moving more and more into networking. The article said that they're even planning to introduce a layer 3 switch this year. They also raised the issue of declining margins as companies like Compaq enter the business. Is this a serious threat to Bay?

My other concern is that the Y2K issue will divert spending away from equipment purchases. Do you see this occurring wrt Bay?

TIA. David
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