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

To: rupert1 who wrote (3381)	1/7/1998 1:31:00 PM
From: jkb	Read Replies (1) \| Respond to of 6980

As per Madelynne in IR - earnings Tues, 1/20 after the close. Conference call at 3:30 PST. I believe INTC on 1/13! -Jay

To: rupert1 who wrote (3381)	1/7/1998 10:05:00 PM
From: WiseGuy	Read Replies (3) \| Respond to of 6980

I still see good upside to Bay's stock. Bay is the strongest its ever been and the stock price is selling at a 35% discount to its 52-week high. Forward looking P/E for Calendar Year '98 is 28/1.4 = 20 and the growth rate is expected to be 30%+, so P/E is also discounted relative to expected growth rate. P/S is around 2.3, which is roughly 4 times less than Cisco. And if this quarter Bay can show that it can grow at least 6% (greater than Cisco's 5.9%), then I expect to see more investing money flowing into and staying at Bay. If Bay can consistently grows faster than Cisco, 'why invest in Cisco when there's Bay'? I wish all these IFs will come true. Now if only the Asian flu stops... ptv