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Technology Stocks : BAY Ntwks (under House)
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To: frank burch who wrote (3671)1/21/1998 5:31:00 PM
From: Cruiser  Read Replies (1) of 6980
 
Frank - I listened to the *entire* CC and I know exactly why and under what circumstances the laughter came, and in fact, the analyst *love* to have a relaxed atmosphere. The only hint that this laughter was in any way demeaning or out of place came from the people on this thread.

The laughter was in response to a question of the exact break down of the bookings for each product line - this is *precisely* what the analyst are paid for. The analyst have huge spreadsheets that try to guess at all of the product line shipments based on information gleened from the company, vendors, resellers, etc. This information, along with historical trends in margins and pricing and information from sources such as Dell Oro are used to make an "accurate" model of Bay's business.

What the analyst would really like is to have Bay open up the internal books so that they could stop guessing and see exactly what we are doing. Get real.

The analyst dont give a rats ass if they are laughed at if they can make money on a company. Their big instatutional investors (10s of millions of dollars) are not going to allow the analyst to tell them, "well Bay looks good going forward, but they laughed at me so I downgraded them" - That's ludicrous.

Bay was downgraded due to uncertainty of the outlook going forward. Period.

Frank - You'll never make any points on this thread by critisizing Bay's management. If you want to complain about the conference call, complain to Bay's IR.

Cruiser
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