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Technology Stocks : BAY Ntwks (under House)

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To: Liatris Spicata who wrote (4324)2/27/1998 9:12:00 AM
From: rupert1  Read Replies (1) of 6980
 
Larry: Thanks for that summary; care to add your summary analysis of its overall significance for BAY? When is the next major Dell Oro market survey?

Have you looked at COMS. It is a scary stock and seems to be too much into commodity type products vulnerable to Intel and others. But it is a long way down off its highs and I get the gut feeling that it is developing a plateau here for one of its characteristic rushes of $10-15. It seems to have done ok in the market survey you summarised. But I am wary of it, cannot quite get the hang of it.

What is your best other stock tip, networkers or otherwise?

Victor
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