BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Bald Eagle who wrote (4864)	3/18/1998 4:13:00 PM
From: bayhead	Read Replies (1) of 6980

All the top analysts expected a selloff today, I am sure they were surprised by the strength in the stock... The real question is did Bay tell everything or is there another shoe to drop? If Bay misses the revised targets the reaction in Mid April will not be so kind... OK, Bay...so that was $580, Book to bill of near 1, and margins decline of 2 points... Expect little upward movement till these questions are answered... (p.s....on the sideline for now)

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