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Technology Stocks : Bay Networks (BAY)

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To: John Messbauer who wrote (4253)	4/27/1997 11:11:00 PM
From: Typhoon	of 4270

To Whomever can offer insight, particularly Bay employees. I got very excited about the Bay purchase of NetIC and the 10/100 autosensing fast ethernet hubs. I thought it would get them back in the game and well out in front of 3com. Regrettably 3Com announced similar products this week. Now was I overly optimistic, or is 3com proving to be a very tough competitor. Is Bay going to regain market share in the low end hubs or is this netIC acquisition keeping Bay from drowning? Technically the stock looks weak. I can't bear to watch it trade any lower. CSCO reports early May, and Interop is second week of May. Maybe that will give ZBay and the group a lift. Typhoon

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