BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Paul Lee who wrote (3039)	12/10/1997 10:10:00 AM
From: Typhoon	Read Replies (1) of 6980

I just read the DLJ report. Lowered #$0.02 citing no pickup in hub biz. Cautious on product transition. Bay sees flat to slow growth in router mkt. But accelar is on allocation for this and next quarter. Product transition seems to be the reason for the downgrade. First Albany upped its rating after the same meeting. june 1998 goes from 1.10 to 1.08. 25 is key support.

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