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Technology Stocks : Bay Networks (BAY)
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To: Ramsey Su who wrote (2286)11/21/1996 8:56:00 PM
From: John K. Culley   of 4270
 
Ramsey:

I agree that House is likely to dump the dead wood on this quarter, and start with a clean slate. Makes perfect sense, since he's not accountable.

However, I'm concerned that investors will be influenced by the perceived huge negative EPS figure BAY is likely to record in the current quarter. I agree that long-term this "House cleaning" is a good strategy, but near-term, IMHO, the investor psychology will not accept it as such and will be selling.

Regards,

Jack
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