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Technology Stocks : BAY Ntwks (under House)
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To: Cruiser who wrote (3664)1/21/1998 3:24:00 PM
From: frank burch  Read Replies (3) of 6980
 
Cruiser-
you obv. didn't listen to the conference call. It really doesn't pay to mock and laugh at some of the most powerful analysts on the street.

Not only is it rude, it shows what a bunch of IR amateurs these guys are. They are good managers, but they stink at communicating to analysts.

The problem is how they characterized btb. The reason btb was under 1 was that BAY instructed the sales force to not take orders in Dec. for any product (accelar) that they couldn't have on hand on Dec. 31. Hey this is alright. BUT THEN CLEARLY EXPLAIN THAT TO THE STREET.
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