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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Zoltan! who wrote (11510)	1/12/1998 11:51:00 AM
From: G. Richmond	Read Replies (1) \| Respond to of 77400

Duncan, <<Bay Networks director of investor relations Sandra Toms characterized as incorrect a Wessels Arnold & Henderson LLC report that said the gigabit ethernet product was delayed.>> I think INCORRECT is the operative word here. <<An analyst at Cowen & Co. took issue with the Wessels Arnold & Henderson report, saying Bay Networks had begun shipping the product in December.>> Hmmm, let's see, " The core PRODUCT has been shipping since the middle of December, while the gigabit ethernet PORTION is slated to ship during Bay's third fiscal quarter ending March." My calander still say's January. If it really is April, then I concede, the gigabit portion is delayed. So to sum it all up, Cowen say's the PRODUCT is shipping. ACCELAR is the PRODUCT and it is shipping. Bay never claimed the Gig portion would ship prior to Q3 so explain to me how it's delayed again? If Wessels had done their homework, they would have realized that the true PRODUCT delay was actually the Granite box, or has that been canceled? GR P.S. Yes I can read. You should try it without moving your lips.