BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Hop Sing who wrote (4207)	2/12/1998 5:35:00 PM
From: Paul Fine	Read Replies (2) of 6980

Re Acc.1200/DCHP: Didn't mean to stir up a hornet's nest with this question. I am sorry I can no longer find the original article that prompted my question. I think it was one of the technical networking magazines from cmp, but I am not sure which one(read it on line, but can't remember which news search engine found it). Anyway, thanks for all of you who investigated this issue. The net answer(pardon the pun) is that the original version tested(1.0 software) did not support DCHP fully, but the new 1.1 version due in March will do so. Seems ok to me. A separate question: How does institutional ownership of Bay go from 57% to 73% in two months? Rough math says that the incremental 16% X 220MM shares is 35MM shares. Does this mean retail/individual shareholders sold 35MM shares in two months(or less) and institutions bought all of it? I am having a "simple man/common sense" problem with the math and the concept. The media seemed to be consistantly reporting during the Asian sell-off crisis that retail shareholders(in general, not Bay-specific) were not bailing out of stocks. Can anyone explain this to me? Paul

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