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Technology Stocks : BAY Ntwks (under House)
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To: rupert1 who wrote (4200)2/12/1998 6:16:00 PM
From: Filippo Zucchi  Read Replies (1) of 6980
 
Mid-quarter questions: the 10Q mentions two resellers who accounted for more than 20% of revenues: does anyone know who they are? Has anyone found out whether the Accelar roll out is on course? I recall from the conf. call that they were hopeful to have the first sequential revenue increase b/w Q2 and Q3 in a number of years - has anyone followed up on whether that "tentative guidance" still holds? Bay sales to the Far East are only about 4%, however, does anyone have any insights as to whether "local" clients with Asians contracts are being affected by the seemingly snowballing Asian problems? Does anyone remember what was the guidance for revenue growth from the switching products? Last qtr. they were 33% of revenues. I know these are lots of questions and if I find any of the answers I'll post them. I've got a call in to IR but no call back yet. Thanks. Fil Zucchi
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