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Technology Stocks : BAY Ntwks (under House)

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To: jay salinger who wrote (3541)	1/19/1998 6:40:00 PM
From: WiseGuy	Read Replies (4) of 6980

My WISH LIST for tomorrow's earnings report. These are the things I hope will come true: 1) Revenues $640 - Greater than Cisco's 5.9% sequential growth. 2) Earnings 27c - No need for more here. More important is the current & future quarters. 3) Good visibility into next 6 months - Good bookings and backlog - Sequential growth for next 2Qs - Margins continue climb toward goal of 55% 4) Great performance - Statement of market share gain - Shared media goes down as percentage of total revenues - Remote access (MSX5399) starts to pick up steam - Switching continue to be strong - BS350 still strong despite competition - Routers hold steady, while routing switches start to take off - Inventory & DSO under control - Gigabit on-track 5) Most importantly, outline or demonstrate why Bay should be better than Cisco, i.e., offer investors good reasons why they should invest in Bay, even when there's Cisco. - Evidence of Accelar wins against Cisco's routers (but not to cannibalize Bay's router sales) - Retain #1 ATM position - New account wins against Cisco/3Com. I'm a dreamer of course, so none of my wishes should be taken seriously. Can't wait till tomorrow's report. :-) ptv

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