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

To: R.S. Blum who wrote (3107)	12/12/1997 1:15:00 PM
From: George A. Roberts	Read Replies (2) \| Respond to of 6980

Scott, as a Bay long and a non engineer I was so hoping the answeres the intaller gave you would have been the opposite. It seems to me that if Bay is more trouble to install and service we are sunk. I thought the "adaptive network" Bay stuff was supposed to simplify everything ,,,,If we are not seamless and Cisco is -we may just be deserving of our lower multiple and soon will be much lower ,,,damm it I thought I had picked a winner in Bay , open systems as opposed to proprietary, if you are correct and the opposite it true I will lose even more money than I am losing on paper in Bay currently. I own Bay at various prices starting at $38 just proir to listing on NYSE.... nervous George...long but wondering it I have made a blunder.... I hope for a response from the Bay technical people of more than a "get out if you have no faith"....as I have been a shareholder for quite a while..

To: R.S. Blum who wrote (3107)	12/12/1997 4:11:00 PM
From: jkb	Read Replies (1) \| Respond to of 6980

Regarding your statements w/ the engineer configuring CSCO. As an engineer at heart myself - I know that engineers will talk more freely about technology they are very familiar with. Setting up BAY routers (which it sounds like this guy was doing) is a breeze. Don't take this guys opinions to heart. However, CSCO does unfortunately kick BAY's butt in router sales. But remember, that's not where BAY's huge growth is coming from. We're looking at ethernet switching, ATM, and gigabit ethernet in large growth areas. Don't worry about that engineer - let's worry about getting general market conditions into improving ground. -Jay