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Technology Stocks : BAY Ntwks (under House)
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To: mr. picker who wrote (5052)4/2/1998 6:22:00 AM
From: Bosco   of 6980
 
Dear Mr Picker - don't know, but I agree with you that it is very much a crapshoot in term of making projection. It is possible that the analysts use a mix of historical ratio and channel inventories to arrive at some extrapolated #s. Maybe one of the reasons BAY is not as favored by some analysts as others is that it is harder to guess. Remember, one of the persistent complaints is that BAY didn't break down the sale information by geographic areas for them.

I really don't know the track record of Michael K at SV; however, my impression of SV is pretty much tainted by the guy who tracks the telecom equipment sector. So far, it seems to me that Messr Noel Lindsay - who no longer does tracking for DMG - has by far the best tracking records.

Well, another couple of weeks. Time will tell

rgds Bosco
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