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

To: George A. Roberts who wrote (3168)	12/15/1997 9:17:00 PM
From: Bill Ulrich	Respond to of 6980

Unfortunately, more than it deserves -- sort of like the National Enquirer of the investing world. -MrB

To: George A. Roberts who wrote (3168)	12/15/1997 10:34:00 PM
From: WiseGuy	Read Replies (2) \| Respond to of 6980

Concerns about revenue is always valid, but should there be concerns here at all with Bay? Take a look at these comparisons of BAY, COMS, CSCO latest 3Qs: Quarter Quarter Quarter ------- ------- ------- BAY: Q3'97(Mar) Q4'97 Q1'98 $513mil $543 $601 ->5.8%-> ->10.7%-> CSCO: Q3'97(April) Q4'97 Q1'98 $1.648bil $1.765 $1.869 ->7.1%-> ->5.9% -> COMS: Q3'97(Feb) Q4'97 Q1'98 $1.426bil $1.506 $1.6 ->5.6%-> ->6.2% -> COMS latest quarter to be announced this week is going to be much lower, so COMS growth rate will come down substantially. Pick for yourself, which of the 3 have the strongest revenue growth showing lately? Cisco is slowing in front of everyone's eyes and yet they do not see. Some scenarios: If Bay could maintain 11% sequential growth, that would translate to 52% yearly growth rate. If Bay could do 8% this Q2'98 and 8% for Q3'98, that would be 36% yearly growth rate compared to Q3'97. ____________ Sure doesn't feel like revenue should be a concern to me especially management having stated again and again that there's going to be revenue growth for the quarter. One can't expect a big company to do 11% sequential every quarter because that's 52% yearly growth rate. Anyhow, enough rambling. Poor me. Poor everyone. The stock has been terribly manipulated. It is not fair for Bay to be scrutinized like this. Certainly, any company, if scrutinized closely enough, will have faults. For instance, Cisco sequential growth went from 7.1% down to 5.9% - should this not be something to raise some eyebrows? ptv