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Technology Stocks : BAY Ntwks (under House)

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To: Ken Twining who wrote (5584)4/30/1998 2:58:00 PM
From: otter  Read Replies (2) of 6980
 
Ken, I just gotta say it... I have faith in my dog, my chevy pickup, my wife, and my own innate abilities to do what I do... Faith has nothing to do with a financial investment.

My question: From your perspective, what are the objective, compelling reasons to maintain a long position in BAY? Technodweeb answers don't work. Better mousetrap arguments don't work. Faith in a management team only works if it's backed up by actual performance (see chainsaw CEOs) Market driven answers work. (I thought I had one last fall but it hasn't worked out that way) Given that BAY has discriminators (well they do, don't they?), how will the marketplace respond, either creating new market niches or taking share away from competition? Is volume accellerating? Earnings??

Please don't take these as attacks, because they aren't. What is being seen on this thread are deepening doubts about the viability of the company as reflected in the return (negative) of that those who have invested in the company. The questions are legit and frankly, if I can't find an answer, I'm agonna withdraw gracefully, pet the dog on the head, get in the pickup with mah bride, park some cash until the next downturn, and drive off to better opportunities.
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