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Technology Stocks : BAY Ntwks (under House)

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To: John Koligman who wrote (2952)12/3/1997 12:56:00 AM
From: Cruiser  Read Replies (3) of 6980
 
John - You know I never make recomendations. My guess is that CS is suffering in part due to loss of mkt share to BAY. COMS is suffering merger woes and the lack of conviction towards 56K modems. CSCO is the 800 LB Fat ugly gorilla, and BAY is taking accounts away from criso let and right.

CSCO will continue to be the darling of wall street until they finally disappoint (and they will)... BAY is getting their Sh*t together, and are successfully executing. The tech sector will continue to be a dangerous place the faint of heart ...

Bay will be victorious.... and if you dont beleive me .. blow me cause I dont give a rats ass. :-)

Cruiser

(relax - its only money)
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