BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Bosco who wrote (4970)	3/24/1998 9:52:00 PM
From: mr. picker	Read Replies (1) of 6980

Bosco Thanks ! It's was a start. I have a feeling though, that finding recent numbers on # of ports shipped would show BAY growing 30%+, but revenue as we have seen across the industry only growing teens to low twenties.I would also venture to guess that BAY ships more ports per quarter than CSCO. Since IMO there is only a finite # of ports to be bought then this could be another "hidden" shareholder value. As long as BAY remains the leading shipper of IP ports, BAY should increase in value . Can revenue grow ?. I'm finally digesting House's recent comments He is basically guaranteeing a large Q4 revenue increase. That's new for him to predict future results in that clear of language. Q3 and Q4 will definitely be a turning point with WS as whether to trust House or rate him like COMS CEO. regards mrP

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