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

To: WiseGuy who wrote (3444)	1/13/1998 5:08:00 PM
From: jay salinger	Read Replies (1) \| Respond to of 6980

About Dr. House. In this thread, Dave is often referred to as Dr. House. Did he get an honorary PhD, or is that an informal title he was given for healing a bruised Bay Networks? Does anyone know? His bio on the Bay site calls him Mr. House. -Jay

To: WiseGuy who wrote (3444)	1/13/1998 7:10:00 PM
From: StockMan	Respond to of 6980

ptv, Re -- The difference I think is that Bay's margins will be improving while Intel's will decline and Bay will be gaining on competition while competition will be gaining on Intel. Also Intel earned $1.7 BILLION!! in profits. Thats equivalent to 3Q's of Bay's sales. Also there are only 2 or 3 companies who have more profits in absolute dollars than Intel. I'll take declining margins anyday for that kind of profits. If Bay can earn even 1/10 of those profits, the longs in bay would be very happy indeed.!!! Also competition is a relative term. Intel's competition is not Cisco (3 times bay's size). Just a perspective. Stockman