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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: G. Richmond who wrote (2901)	11/25/1997 7:41:00 PM
From: StockMan	Respond to of 6980

FYI, ATMand voice, data products techweb.com

To: G. Richmond who wrote (2901)	11/25/1997 8:25:00 PM
From: Paul Fine	Read Replies (5) \| Respond to of 6980

If only investing was that easy. Not everyone bought Bay on 1/1/97. If you are a longterm investor vs. a trader, Cisco has been the better investment. They are only 2.5% off of their all-time high, while Bay is 28.5% off their all-time high. Further, Bay is basically flat on a 12 month basis, while cisco is up over 40%. Read the post preceding yours to understand the dilemma; only when Bay can post predictably growing rev and earnings will WS consider Bay to be in the cisco ballpark. All that said, as Cruiser knows, I remain one of the longest holding Bay/SNPX sharelholders out there(almost 9 years). Over the same time period, on a buy and hold strategy, I would have made alot more money with cisco. With a crystal ball, I could have made more trading in and out of SNPX/BAY. Unfortunately, I had to sell my crystal ball to meet a margin call on Bay. We will see what 1998 brings. Paul