BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Hiram Walker who wrote (6891)	7/21/1998 7:58:00 PM
From: Daveyk	Read Replies (1) of 6980

Thanks for your insight Hiram.As I said didn't think I'd get taken out so quickly setting stops.Hindsight says I should have protected only half my shares as I was overweighted in Bay.At the time I never even thought of it.My concerns were the overvaluation of the market especially LU in the sector.When it comes time to take the market down Cisco,Lu and probably many others are going with it.I may buy back half the shares I had.Your thoughts that NT may become number one wouldn't surprise me but I am surprised you view them as aggresive.I'd appreciate if you'd elaborate on this further. Regards,Dave

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