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To: WiseGuy who wrote (11538)1/15/1998 8:41:00 PM
From: Zoltan!  Respond to of 77400
 
>>I have no idea what led Wessel & Henderson to believe Bay would be shipping Gigabit in December Quarter. Some misunderstandings - case closed.

No just BAY Vu = mind closed.

It was Cowen that got it wrong. Wessels said gigabit was not yet shipping and Cowen demurred and stated emphatically and incorrectly that it (gigabit) had been shipping since December. Sheeesh, maybe you should read the article you cited.
exchange2000.com

Cowen has been pumping pretty furiously for BAY so that might explain the transparent shilling. My sources tell me former BAY people are there so that can't help their accuracy or recommendations can it?

Regards