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Technology Stocks : BAY Ntwks (under House)
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To: Pierre Aydin who wrote (4580)3/13/1998 2:15:00 PM
From: RFF  Read Replies (3) of 6980
 
Thinking about this qtr.....there are only two weeks left and BAY has not said anything. This leads me to believe that if they come up short it won't be by that much. If they were going to miss by a lot, they would know it by now. The only question is how the Street would react to 1-2 cents short. They punished BAY last qtr after they beat just because of an unclear picture about this qtr. It seems like next qtr is fairly certain to be a big qtr, so even if this one is lite, we should rally on next qtr's prospects if there is any consistency to the Street......but we know there isn't.

I think I'll use this as a buying opportunity. BAY will be much higher by the end of the year and I'll just ignore the in-between time.
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