BAY Ntwks (under House) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : BAY Ntwks (under House)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gianluca Bacchiocchi who wrote (5319)	4/16/1998 5:59:00 PM
From: Paul Fine	Read Replies (1) of 6980

I will listen to the conf. call before making a final evaluation, but I don't see how revs down 15% sequentially when 3 weeks ago Bay said no danger below a 10% drop is going to bode well on Friday. Further, only $.06 vs forecast of $.12 says margins were weaker/expenses were higher also. In addition, his comments that there will be "sequential growth" this quarter is a far cry from predicting a record quarter, as he did last month. The continuing weak industry demand is also a damper on the whole company. Anyone who thinks we won't be in the crapper tomorrow just isn't being realistic. I wish I had takem my own advice two weeks ago to get out before the numbers. I expect a margin call tomorrow. Been there, done that. Really not looking forward to doing it again. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next