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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 691.72-0.1%Jan 16 4:00 PM EST
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To: broken_cookie who wrote (16858)7/22/1998 5:20:00 AM
From: Johnny Canuck  Read Replies (1) of 69822
 
Richard and Judy,

This is my initial take on the Bay and NT conference
calls. I will post a more detailed summary after
I have written up my notes and had more of
a chance to consider the matter.

Bay and NT did not do too badly on their conference calls.
BAY is still having transitioning problems to new products.
Sales of Cable Modem are doing really well with Bay accounting
for about 50 % of industry sales of this product. They
are still deriving a big part of revenues from Shared
Media Hubs which is a declining product line. Sales of
new product accounted for about 55 % of revenues but
they still have not kicking in a big way. There appears
to be lot of interest just no shipped sales yet.

NT looked very positive. 1 billion dollar backlog
in 1 megabit modems from service providers. They
continue to win wireless contracts around the world,
most recently Mexico. Sales and General Administrative
expense still look like a problem. I think management
would still like to see them lower. R&D expenses
are still higher than mangement likes. Positivie
response from customers over the merger so far.
Good sales by geographic regions except for Europe
and Canada. They have never been strong in Europe.
Canada is weak economically so this was expected for
that region.

Overall, there is not change in my fundmental view
of the merged company.

Harry
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