BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Paul Fine who wrote (6833)	7/11/1998 10:27:00 PM
From: G. Richmond	Read Replies (1) of 6980

Paul, Let's hope for good #'s. Certainly has been frustrating watching Bay continue to churn out good news, except last quarter and get no respect from wall street. I believe a lot of this has to do with Cisco being a wall street darling, and Bay being perceived as a LAN company with shrinking margins. Now that Bay will be getting an audience in the Telco and ISP space courtesy of NT, some of the new products, i.e. Versalar 15000 should do very well. Accelars will, and are doing damage in the LAN to Cisco routers and the 15000 should do similar things in the ISP/Telco space. It may have been a tough road to get the audience without NT but from what I hear, it's a no brainer for a 15000 vs. a rack of Cisco routers. Add Bay's data knowledge to NT's Telco offerings and I think this is going to be a nice marriage. Conference call should be very interesting GR

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