BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: eric podell who wrote (5040)	4/1/1998 5:40:00 PM
From: Beachbumm	Read Replies (1) of 6980

Eric, I do very much believe that earnings of $.10 are in the stock price now. However, I am worried and was worried even before the SV report that (operating) earnings are going to be light. I'm looking for $.07-08 so anything above that will be a relief to me. Vepoc, I agree with you that possible buyout is not factored into the current price. Look at ASND. I have to assume that takeover is part of its valuation right now. I remain mystified as to ASND's value compared to BAY. When BAY was a little stronger I sold April 30s because I simply have to be paid to hang in there. I was assuming that it would trade in this mid-20s range until the outlook clears. So far, so good. I don't really want to be called out. I'm hoping to get a few hundred more shares if we visit the low 20s. What bothers me the most at this point is CSCO guys saying, what do you mean you want Layer 3 and GB ethernet? Why, you don't want that. There're no standards yet. Beachbumm

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