Well, once again Bay is off during an up market. Cisco and ASND are both up, with Coms about even. Anyone look at FORE's chart recently; up from $16 to $22 in a month. Bay is right where we left it at XMAS, or when House came on board in 10/96, for that matter. Obviously, nothing was said at the H&Q conference last night to set the world on fire. Didn't really expect it, coming two weeks after the qtrly conf. call. Of course, that is all the time it took between the March conf.call and the end of the qtr to be really surprised on the downside, so it can happen?!?
If any of you Bay employees feel comfortable posting more detailed reviews of the employees' qtrly meetings now taking place, the rest of us would like hearing about them. Particularly interested in the "soft" issues, like House's demeanor/enthusiasm, employee morale/attitude, types of questions asked by employees, etc.
Thanks-
Paul |
