BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: John Messbauer who wrote (5350)	4/16/1998 10:25:00 PM
From: Doug	of 6980

John:The errors arise from the value you place on BAY's technology vrs the rest. Its easy to get embroiled in discussing switches,protocols,speed etc. However the shrewd Investor sees technology directly in terms of Rev & Income growth and their trends. The trend for rev & income for BAY has been flat to down. This means R&D has not created a measurable increase in revenue for BAY at the expense of its Competitors. Further the decline of Income indicates BAY has to sell near Cost to maintain that revenue. Fortunately, an Analysis of the other 2nd tier Companies indicates identical problems. There either has to be a R&D breakout or a Consolidation to solve these systemic ills which are beyond a CEO's ability. As Engineering/Sales personnel in this Industry are more migratory than other Industries it is unlikely that a long life R&D breakout is feasible. That so, the salvation can only come thru consolidation.

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