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Technology Stocks : BAY Ntwks (under House)
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To: R.S. Blum who wrote (5092)4/3/1998 3:57:00 PM
From: Bosco  Read Replies (3) of 6980
 
Scott - actually, it may not be a bad strategy to delay some booking of revenue - legally, of course - if indeed the last two weeks of March is a barnstormer. This will cushion the subsequent Q while giving WS some sense of predictability. Also, that will make the DSO less suspectible. Of course, one should be realistic. While I ve no extra information other than the PRs and what I read here, I do not think BAY will exceed the post-warning #s by much, if at all.

rgds Bosco (neither shaken nor stirred)
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