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Technology Stocks : Bay Networks (BAY)

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To: John Messbauer who wrote (2222)	11/18/1996 9:12:00 AM
From: Cruiser	of 4270

Just to balance your comments a bit ... I would suggest that the board has earned every dime of their money by selecting Dave House and Dave Shrigley. This is top notch management. Regarding other posts... I dont think we are ahead of COMS in gigabit ethernet because there is NO SUCH PRODUCT. The standards are still in progress and no one is shipping gigabit enet yet. As far as the Barrons article... I think the safest comment to make from an analyst on BAY would be to avoid it ... until something changes. I havent read the article yet ... but is this analyst in tune with BAY? Suggesting that we are behind the technology curve is inaccurate... saying that we fumbled the last technology wave and are working on leading the next would be more correct. These waves come every 12-18 months. Cruiser

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