BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Doug who wrote (5579)	4/30/1998 12:33:00 PM
From: George A. Roberts	Read Replies (1) of 6980

Doug, I am out of Bay as soon as my position turns to the positive somewhat. I think I can stand the pain for a while longer but if it doesn't drift higher this quarter and we miss in June I will just have to take my losses and be done with Bay Networks. Another hard lesson....buy market leaders in tech,,,never go with the underdog even though you think them to be undervalued relative to the leaders. Valuation matters less than market share and earnings in technology... George

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