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

To: jkb who wrote (3026)	12/9/1997 2:35:00 PM
From: Beachbumm	Read Replies (1) \| Respond to of 6980

Not just Oracle. Strong dollar is big problem. Cancelled Asian orders worse than expected. Pundits saying that Y2K will take dollars away from networking hardware -- like demands on networking infrastructure will just take a rest here in deference to Y2K. I dunno. But it's looking like all are punished. Beachbumm (very sober)

To: jkb who wrote (3026)	12/9/1997 2:38:00 PM
From: jeff wheatley	Read Replies (1) \| Respond to of 6980

< You can thank our friends at Oracle for the beating we're taking today. My whole screen is bloody red today. > Same here, but recognition of the US effects of the problems in Asia has been slow here- people sticking their head in the sand. ORCL is a good wake-up call.

To: jkb who wrote (3026)	12/10/1997 1:12:00 AM
From: WiseGuy	Respond to of 6980

National's report was taken negatively as well, despite beating expectations. "Michael Gumport, an analyst at Lehman Brothers Inc., said investors probably reacted negatively to a slowing of orders seen at the company. National Semiconductor's orders were up 8% over last year, but were basically flat sequentially, he said." The tiny bit of good news here is that National indicated LAN products picked up. Bay is a major consumer of National's LAN products. "Among other highlights, National Semiconductor managed to show a recovery in bookings for local area network products and gained market share in its PC products, such as its Super I/O family." ptv