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Technology Stocks : BAY Ntwks (under House)

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To: adam hefian who wrote (2827)11/18/1997 6:46:00 PM
From: Daveyk  Read Replies (1) of 6980
 
Adam,you said "BAY has been very weak lately.I hope we don't see a repetition of last year where
the stock gets dragged down below 20.Last weeks heavy volume to the downside
indicates that the company could be having problems"
Well I certainly feel the same way.Mr.House would lose all credibility with the street so I doubt it's anything that bad.If it is this stock will not recover until we get another new CEO so in my opinion things are not as bad as the ticker says.I don't think Mr.House would have left Intel without feeling pretty darn certain he could lead Bay into a position of leadership.We'll know more next earnigs.
Staying long on Bay,Dave
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