BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Roads End who wrote (5609)	5/1/1998 5:58:00 PM
From: C.N.S.	Read Replies (1) of 6980

Briefing's take on BAY's presentation at the H&Q conference Bay Networks Talk about dull. This sparsely attended presentation lost everyone on slide three as the differences between L3 and L2 networks were elaborately explained. Granted, the presentation was at 5:00, but we saw more nodding heads than at some of the 7:30 am presentations. One particularly curious comment was the statement by Gary Vacon that the network market is "maturing" and as such, the need for optimizing products is getting stronger. Therefore Bay Networks is focusing on products for optimizing IP performance. Bay Networks may see the market as maturing, but we don't think Cisco would view it that way. After all, Cisco's growth curve is still rising sharply, not the definition of a mature market at all. Cisco was not invited to the conference.

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