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Technology Stocks : BAY Ntwks (under House)
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To: rupert1 who wrote (5362)4/16/1998 11:40:00 PM
From: Filippo Zucchi   of 6980
 
I also listened to entire conference call and share the same views expressed earlier w/ the following additions: (1) for the next 2-3 qtrs. BAY's life hangs on Accelar, and by all comments and figures released re Accelar the product so far is going gangbuster. (2) On an operating basis the stock price should hardly be above $20, but, as has been the case for many companies whose stock has already taken a hit, on an asset basis BAY is now beginning to look cheap, especially considering that they have nearly $5 per share in cash. Although my wallet wishes otherwise, I think BAY stocks belongs in the $20-25 range until the 4th qtr. comes in on line with revised estimates and we can get some better defined revenue growth guidance going forward. Selling some covered calls for a couple of months might make us some money. Good luck.
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