BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: StockMan who wrote (5669)	5/6/1998 7:05:00 AM
From: larry pollock	Read Replies (2) of 6980

It is a remarkable contrast between Bay and Cisco. Bay/House still stuck in product transition problems like House's predecessor, combined with complaints about changes in customer purchasing patterns. Cisco, on the other hand, merely keeps executing its gameplan and gaining market share from Bay. Cisco does not seem to be having problems with customer purchasing patterns. I have been a shareholder since August 1995, and there does not seem to be much difference between Ludwick and House. Ludwick didn't know how to run the company and, for the time being, I'm not convinced that House knows how to run Bay either.

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