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To: Greg Strzegowski who wrote (10326)11/8/1997 9:46:00 AM
From: Zoltan!  Respond to of 77400
 
No one would be more shocked than myself if I came even close to agreeing with you.

As regards Chambers on Bay: simple noblesse oblige. Those in the "pantheon" have that luxury, nay, oblige.

"Bay looks strong (Who do you think is killing COMS and ASND?)"

Bay may look strong, especially given its past performance, but the reality of its position vis a vis Cisco is far, far different.

You asked and so you shall receive (my opinion}:

Not remotely close and the Cisco chasm is widening at a good clip.

Good luck and

Regards

BTW, I regard the ubiquitous Cramer highly. Smart, pithy and more than entertaining to boot. His track record requires no defense here, but I think his calls on Intel in particular have been unusually profitable in toto.



To: Greg Strzegowski who wrote (10326)11/8/1997 10:51:00 AM
From: Christopher Reed  Respond to of 77400
 
>BAY is Unysis' preferred provider, and Arthur Anderson Consulting's
preferred provider.<

Do you mean Unisys?

Where did hear this. Unisys includes a Cicso router in it's Clearpath Product line!

Cheers.
Chris..