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Technology Stocks : BAY Ntwks (under House)

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To: Typhoon who wrote (5229)4/11/1998 9:52:00 PM
From: mr. picker  Read Replies (1) of 6980
 
typhoon
I reread your post on feb 5th when you sneaked into BAY's analyst meeting in NYC. You mentioned that they had a 3 year detailed plan. Did anyone of the executives talk about product transition concerns, vicious price wars or the possibilities of future flat revenues? I'm trying to find out if they saw this quarter back then as bad as House has warned now? Did House mention anything about " I'm not looking to sell this company?

regards
mr.P
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