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Technology Stocks : Bay Networks (BAY)
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To: Timothy Tashjian who wrote (3117)2/27/1997 12:06:00 AM
From: John Messbauer   of 4270
 
Tim, right now BAY is fighting a uphill battle. Price erosion is going hurt EPS & Rev's growth unless they come up with a gangbuster product thats beat companies like CSCO,COMS,etc to the punch. In addition BAY is trying to turn their operation around. This is not easy anyway you slice it. I could be dead wrong about the share price but I basing it on the question William asked(what if BAY showed a loss for the quarter). IMHO most are looking for some signs of a turnaround. A loss would just re-enforce that currently BAY's turnaround is going to take a lot longer to occur than beleived or hope for. I got out of NOVL a few years back when it was in the $60's. It started to fall because of MSFT NT. Alot of people & brokers kept saying it will bounce back with new management & products. It did drop to the single digits and never got close to that price again. Tim as far as a buyout goes, I think that any potential buyer is going to think twice. Reason is all the bad PR(true or false) that the east coast & the west coast operations don't work as a team. Why buy a problem? and company that is not gaining market share in a growth
industry.
A few stocks I have been following are: CS, APCC, WCOM, STK, PCMS, FORE. One I just missed was BBRC-just broke out from $26 and now $32. I am waiting for a alittle pullback in the above before jumping in. In addition I think the market needs to backup a few hundred points. It is extended IMHO.

Regards,
John
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