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Technology Stocks : BAY Ntwks (under House)

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To: Ken Twining who wrote (2717)11/13/1997 12:47:00 AM
From: Hop Sing  Read Replies (1) of 6980
 
Buy Bay today at market and sell in March at $50. Quarter is very strong so far (though you will not hear it officially) and resallers are starting to increase inventories. Many orders (in Telco) of high margin BN and BCN products will improve bottom line. (Purchase or loose $$$ on 1998 budget)

RA 8000 and 5399 selling very well.

Many C100 orders will occur at EOY in enterprise.

GBit products will make impact in CY Q2 so you may want to hold until June.
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