BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: StockMan who wrote (5075)	4/2/1998 11:32:00 PM
From: Paul Fine	Read Replies (1) of 6980

Why would analysts issue upgrades off of this Gartner confab? House will be talking in general, not Bay-specific. Won't the company still be in its official "quiet period" then(one week before earnings release)? At this point, I think we all need to hope that no other analyst releases a report like SV's that says sales are not materializing. One thing I haven't mentioned yet re Accelar: During the conf call two weeks ago, the CFO(if I recognized his voice correctly) made a comment that even if a company decides to go with Accelar, they would not be buying all they need at one time-- they would be spacing their purchases out over time. This could lengthen the total sales, even if strong, over a longer period of time. Paul

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