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

To: rupert1 who wrote (3186)	12/16/1997 2:05:00 PM
From: WiseGuy	Respond to of 6980

The DLJ report was posted here in SI last week. Please re-read again. Message 2927580 ___________________________________________________________ > Fools reply: > With regards to Bay missing revenue estimates for the quarter (which > I clearly stated), that's the facts, jack. Check out the DLJ > report....if you can get access to it. Opps...unfortunately for > individual investors, DLJ deals only with institutional analysts. DLJ trimmed quarter estimate by 1c and still believe margin will improve, which implied DLJ believing Bay's revenue is softer than previously thought. However, this was just DLJ, the guy who said Cabletron was a buy. The important revenue estimate is the consensus from all brokers, just like the First Call consensus for earnings. The important thing to note here is only DLJ believing revenues would not meet expectations, not the company stating it nor other analysts stating it. Out of curiosity, what is the consensus revenues expectations here anyway? Maybe, First Call should give out this revenue consensus too since it's so important. > Fools reply: > Good, I hope the company actually starts giving stuff like revenue > breakdowns to individual investors. It is unfortunate that > individual investors like youself have to take up the cause of a > company that is gving you the short-shrift on the information > dissemination front. The revenues breakdown was given in the conference call, which is accessible to individual investors. ptv