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


To: StockMan who wrote (3241)12/18/1997 10:30:00 PM
From: WiseGuy  Respond to of 6980
 
Stockman, very perceptive. 3Com's systems business went from $714mil to $621.5mil, a 13% sequential decline from the previous quarter.

I think Bay is taking away market share at the desktop switching segment. I've heard that BayStack 303 and 304 desktop switches are selling like crazy, perhaps as many as BayStack 350.

Looks like Bay will surpass 3Com as the #2 Enterprise system business player.

Unfortunately, the Asian flu is worsening...

ptv