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Technology Stocks : BAY Ntwks (under House)
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To: bayhead who wrote (5446)4/20/1998 12:05:00 PM
From: StockMan  Read Replies (1) of 6980
 
Re -- DLJ & Cisco only introduced its 10/100 low-end switching products in January and it appears that Cisco's pricing action and its grabbing share.

Cisco introduced the workgroup switch in late February but announced it in January. Not much time to gain/lose market share in Q. Shows how wrong the Analysts can be.

Stockman
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