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

To: Wallace Rivers who wrote (3187)	12/16/1997 10:39:00 AM
From: Cruiser	Respond to of 6980

<<The FA analyst came to different conclusions from the same conference, so for the "Fool" to say that a different message was being sent out to institutional clients is IMO irresponsible reporting.>> Wallace - I think this point is key. From the same analyst meeting with First Albany and DLJ and prob others we got an upgrade from FA and a downgrade from DLJ ... not too surprising ... did BAY pull DLJ aside and whisper "hey routers are not going to meet ... bla bla bla" This whole thing would be funny if we weren't playing with real money. What the Fools dont seem to know is that router sales have been flat ever since we merged with WF .... and BAY still has maintained a 500 million per qtr base .. even through rough times .. now as accellar kicks in ... and other new products align BAY will grow significantly from that base... Sit tight, when the tech wreck is over, and BAY proves with a qtrly report, the individual investors will show who the real fools are. Cruiser