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 6:18:00 PM
From: Paul Fine	Read Replies (1) of 6980

Re "is $.10 in the stock price" is not the key issue that will affect the stock price. Sounview's prediction that the sales cycle for Accelar GB will be longer than Bay thinks is the most important variable going forward into the next(current) quarter, IMO. I don't see how Bay can make the record quarter they anticipate without that product line performing as planned. Missing this quarter by a few cents will not be an issue if, as I previously proposed, Dave House tells everyone on the conf call that demo sales are rapidly turning into revenues. Paul

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