BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: rupert1 who wrote (3858)	1/27/1998 6:06:00 PM
From: Paul Fine	Read Replies (1) of 6980

Vepoc- The next opportunity for an "event" to move the stock will be the analysts' meeting Bay is holding in NY on 2/5/98. If they feel comfortable about alleviating concerns for the 3rd qtr, we may see positives. The next big chance comes in early March, when the analysts will be polling the channel on how much Accelar is moving out the door. The analysts have estimated from $20-$50MM revs this qtr from the line; that is quite a swing! Finally, any sign of an improved US market will be very positively received. In the meantime, expect a drift in a narrow range. Of course, all bets are off if President Gore comes in this quarter! Paul

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