BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: WBendus who wrote (4172)	2/11/1998 11:44:00 AM
From: rupert1	Read Replies (1) of 6980

Wayde: Thanks for the DLJ report. BAY stated that they hoped to ship "thousands" of Acceler this quarter. That is at least two thousand. Where was the 2,000 figure discussed with House or where has BAY stated it is comfortable with that figure? The DLJ guy seems to be a protagonist, trying hard to prove his previous, much criticised and evidently wrong analysis about cannibalization (at least in its reference to last quarter's results). Of course, if he is wrong again it costs him nothing. If BAY is wrong it will cost BAY and us a lot. On BAY and DLJ's respective records I would go with BAY. However, we have to be watchful and try to winkle sales figures out of BAY as soon as possible. I see your forecast for the BAY price is consistent with mine, for the period in question. Victor

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