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

To: WiseGuy who wrote (3281)	12/22/1997 2:23:00 PM
From: WBendus	Respond to of 6980

The win in Australia sounds pretty big on the surface. I wonder whether or not any revenues will be recognized during the current quarter and what potential this new customer might have for Bay. The story remain strong for Bay except for a weak Japan and Asia. Once the Asian countries in trouble and Japan convince the financial markets that they are taking meaningful steps in resolve their economic troubles, Bay and the rest of the technology sector will take off. Japan has been fighting a 4 year recession and with the Nikkie below 15,000, they must take action very soon. Goldman Sachs has reportedly been buying up defaulted securitized loans from Japanese banks and this could be construed as a minor positive. This story came across the wires late last night and I happened to catch it. Wayde.