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

To: rupert1 who wrote (3359)	1/5/1998 12:02:00 PM
From: Lerxst	Read Replies (1) \| Respond to of 6980

Vepoc, The message from House on the website is not the commercial that has been airing in select markets within the US. My previous post alludes to the commercial's video being available, but I must retract that statement. The video is only available on Bay's intranet web-site, not our external web-site. My apologies. BTW, I hope Bay's advertising never mentions CSCO, COMS, ASND, etc. As I understand it (remember I'm just an engineer), the first rule of advertising is don't mention the competition. For example, in networking trade rags there is a full page add for the NBase 16-port 10/100 enet switch, the headline occupying the top third of the page is "Thinking BayStack 350T?" Gee, thanks for the free advertising! ;-) One more thing, I believe the "Where Information Flows" campaign hits print media tomorrow in the WSJ and USA Today. Regards, Lerxst

To: rupert1 who wrote (3359)	1/5/1998 1:03:00 PM
From: jkb	Respond to of 6980

Perhaps it would not be such a terrible thing to report on the same day as INTC - this time around. -Jay __________ 12:24 ET Intel Corp (INTC) 74 13/16 +2 3/16: Loewenbaum & Co analyst Ashok Kumar believes chip maker could report a Q4 upside earnings surprise of as much as 15 cents, or 17% above Wall Street views, according to a Reuters report. Says believes flash memory prices have stabalized and that gross margins have recovered to the 60% level.