BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: H-nator who wrote (5392)	4/17/1998 3:50:00 PM
From: rupert1	Read Replies (1) of 6980

H-nator: I agree with your opinion regarding shared media products and the CC: I thought House was squirming on this one and glad to get off the topic; the best he could offer was that BAY's heavy reliance on shared media products would lessen a few percentage points each quarter - in other words, it was a problem that would "grow" away. On the other side of the coin, House did seem determined to wean clients off shared media products onto new offerings from BAY rather than from competitors (as has been happening because of gaps in BAY's product line-up) thereby keeping the revenues in the BAY family, so to speak. I think BAY would also argue that some of the drop in revenues on the shared media sales was due to problems of diminishing margins, a percentage of which is temporary, and to price cuts, which will not be ongoing in the June and September quarter. In general, BAY has to hope it can at least maintain its share of a growing pie in all its product lines, until Accelar and other new products can begin to gain market share. Victor

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