Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lerxst who wrote (2908)	11/26/1997 4:37:00 PM
From: l. niedzwiecki	Respond to of 6980

Bay Prioritizes ATM Traffic (11/25/97; 5:00 p.m. EST) By Jeff Caruso, InternetWeek Bay Networks next week will release two ATM access concentrators to connect companies to WAN services. The MX200 and the MX50 incorporate technology developed by Yurie Systems to transmit ATM data and voice from a PBX over an ATM service. Ethernet connections will be added early next year. "For the first time, we've got the entire enterprise covered with our ATM products," said Tom Slykhouse, technical marketing manager at Bay. Carondelet Health Network is evaluating the product for its Tucson, Ariz.- based ATM network. "It would give us a little more control," said Larry Carpenter, technical services manager. Rather than scheduling ATM connections to remote sites with the carrier, the organization could connect to them on an ad-hoc basis, he said. The concentrators shape traffic, dropping less important ATM cells if the outgoing link gets congested. The products have 10 priority queues -- four for delay-sensitive traffic and six for less-sensitive traffic. The MX200 comes in 12-slot and 16-slot versions and starts at $29,200 with a CPU module. The four-slot MX50 costs $19,600. Interface modules start at $5,500.

To: Lerxst who wrote (2908)	11/26/1997 6:04:00 PM
From: Paul Fine	Read Replies (1) \| Respond to of 6980

Actually, it is more confusing than that. You have to take into account the last 3/2 stock split. You are right about nearly hitting $50, since after the SNPX/WFLT merger the stock went up from $16 in 8/95 to nearly $75 a year later(and then split 3/2 dropping the new price down to $49+). It fell and meandered the rest of Dec and early Jan and then nearly reached the old high in early Feb'96. Then, as we all remember, the bottom began falling out and continued until a year ago. I apologize for misstating an alltime high($49+) with the 18 month high($41 7/8). The higher number actually makes my comparison of Bay's return on investment over time vs. cisco even more. As of today, Bay is 40% off its alltime high of 2 years ago and 28.5% off of its 18 month high set only 6 weeks ago. Cisco is less than one point off of its alltime high. The original post and this one were never intended to be Bay bashing. I was merely trying to put a return on investment spin into what is often a technical comparison discussion on this thread(which I need and enjoy since I have no such expertise). Last sidenote: As I have noted in the past, SNPX and Ludwick-Bay typically ran in 18-20 month cycles; good and bad. That is one reason I was blindsided by the drop in 10/97. We had only been moving up for 7 months($16-$41). I did not intend to get concerned until Summer'98. Hopefully, the down cycle will also be as short(or shorter)than true historically and we can get this ship spiking up again after the first of the year in (correct)anticipation of positive rev(very key)and earnings growth. At some point I will have to sell Bay, but I think I will always keep one share certificate to be buried with me. Just sentimental, I guess. Hope all of you enjoy a Happy Thanksgiving. Paul

To: Lerxst who wrote (2908)	11/28/1997 4:45:00 AM
From: joe feirouz	Read Replies (2) \| Respond to of 6980

Lerxst, You asked I used the same method that G. Richmond used. If bay is at 30 and there all time high is 49.5 then bay has to go up 60 percent to hit that again. I was not clear in my post but if you read Richmond post he meant bay has to go up 28.5 percent to hit an all time high ( he was wrong either way). Ok I admit I spelt of wrong. But don't you think you are a little "anal" for correcting that. And Gee congratulations for selling at 49.50. Who asked! Who cares! How will that help anybody on this bay thread knowing that Lerxst sold some shares back in Nov of 1995.