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

To: Paul Fine who wrote (3153)	12/15/1997 6:43:00 PM
From: George A. Roberts	Read Replies (1) \| Respond to of 6980

Paul, Motley fool used to be just a little blip on the map that investor relations could ignore,,,,not the case anymore. The fool has readers not only on AOL but all over the net and growing everyday. They are now cited along with Rueters on many cites for company news. If what they said is true I fear Bay will soon become a teenager again in price. This time it isnt a NCR engineer configuring a router...but rather a world wide press release that has me somewhat on edge,,,flame me if you must but I am nervous about this... George

To: Paul Fine who wrote (3153)	12/15/1997 6:44:00 PM
From: Bosco	Respond to of 6980

Paul & all - I am not from BAY - and certainly being a long, I ve self-interest at heart - but I don't think the Fool's response amounts to much. The tone sounds a bit defensive, at the least. Probably it will attract a few short sellers, but I would make an unsubstantiated guess the shorts have been working hard already. My response to its response is that everyone knows Share Media is on the way out (that is why CS is in its condition) and the router segment is because of partial cannibalization of the new switches. In fact, it was in DLJ report but was left out by the Fool. Probably, that will apply to the segment across company boundary, i.e., CSCO will be in deeper do-do. I don't know why the Fool has wanted to paint BAY treating institutions and individuals differently. Institutional visits are the norm, be they brokerages or mutual funds. Anyway, since I rarely read the Fool, I am not gonna to concern myself with it and let BAY bottomline does its talking. rgds Bosco

To: Paul Fine who wrote (3153)	12/15/1997 6:49:00 PM
From: G. Richmond	Read Replies (3) \| Respond to of 6980

Paul, < second-quarter earnings per share estimates of $0.26 and anticipates that revenue overall will grow sequentially..... The company also carefully avoided saying whether or not it would make its revenue estimates, indicating that more than likely revenue would be off as Koffler had confided to his institutional clients. > Frankly, I don't care if the companies revenue is $1.00. If the EPS is going up, that makes me, a shareholder, happy. ( Sure would be a neat trick if they could somehow pull that off ) GR