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Technology Stocks : BAY Ntwks (under House)
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To: w2j2 who wrote (5135)4/8/1998 4:19:00 PM
From: THOMAS GOODRICH   of 6980
 
I agree with you that BAY will soon become a savvy buy, but, probably not until it sheds another point or two. It's actually kind of puzzling this stock has dropped back to the mid 20's given the company's dramatic turnaround and it's ever increasing dominance in the internetworking marketplace. There is nothing but favorable press daily and it certainly appears as though the recent decline is only a market quirk. First Call can't figure this one out either. The same holds true for ANCR as well, another gem in the sand IMO.

Tom
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