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Technology Stocks : BAY Ntwks (under House)

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To: Paul Fine who wrote (6544)6/16/1998 5:58:00 AM
From: Bosco  Read Replies (1) of 6980
 
Dear Paul - thx for the relay of the CNBC interview. NBR of PBS also did a short take [a bit too short] with Messrs House and Roth. Mostly similar statements except Ms Susie Gharin tried to suggest to them that BAY has performed subpar in 5 of the past 9 Qs. House corrected her by saying BAY only stumbled in the previous Q after exceeding expectations of 3 Qs. I guess WS still wants to pin S/WF merger problems on House, whether he deserves it or not!

Anyway, IMHO, some of the extreme negative sentiments found in this thread may indeed reflect that of WS. The only surprising thing is that some of them came from what I would consider used to be BAY bulls. Maybe they felt betrayed b/c they didn't get their target price - someone seemed to have thrown around #s like 60. Personally, such extreme negativity is a good thing - maybe even a buy signal <G>

Best, Bosco
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