BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: R.S. Blum who wrote (5092)	4/3/1998 5:30:00 PM
From: KEN G	of 6980

RS The market is unforgiving on the downside. Typically the analysis goes "in the worst case....". House has said in the worst case this quarter..yada yada yada (whatever happened to etc. etc. etc.) The stock as you well know dropped to meet this new news, then rose some after folks had time to think about Houses comments concerning the following quarter. If we are a little higher this Q than House predicted - ( I have no reason to think we will be) than boom..no one minds a positive surprise (remember the normal thinking is...in the worst case yada etc.). When folks consider what House has said about the next Q, they will think..well it will be at least that... But since the groundhog saw his shadow, I predict that in 6 weeks Bay will rise from the ashes and Spring right out of the 20's Good weekend to all KG

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