CSCO, COMS, BAY Message Board

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Technology Stocks : CSCO, COMS, BAY

CSCO 72.34

-2.9%

Nov 4 3:59 PM EST

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To: TechAlive who wrote (33)	5/10/1996 8:49:00 PM
From: Willie Hsung	of 135

Tony, Rumors and Analyst upgrades moved Bay up a bit during the past 2 weeks. I only wish you know who spread the rumors and who made the recommendation. BTW, on the fast growing switching market, CSCO and COMS are eating Bay's lunch. Bay has no answer to it in the near term. The 10/100 FastEnet Stack Hub is scheduled to ship by Aug., even thought Bay has not told analyst yet (some Analysts thought it would ship this Qtr); And the product is not very price competitive (not many Bay's ASICs)

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