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


To: WiseGuy who wrote (3546)1/19/1998 7:52:00 PM
From: jkb  Respond to of 6980
 
Good post Paul. Let's compare tomorrow w/ actuals. -Jay <eom>



To: WiseGuy who wrote (3546)1/19/1998 11:44:00 PM
From: Paul Fine  Read Replies (2) | Respond to of 6980
 
Paul- Re Conf. Call info, here is the official word from Ms. Chapman at Bay Inv. Relations as to the release of earnings and conference call specifics:

"The replay # is 800-633-8284, Reservation # 3337845. It should be "live" one hour after the conference call ends - about 4:30pm PST, 7:30pm EST.
The actual earnings release should clear the wire @ 1:35pm PST, 4:35pm EST."

Look forward to seeing how many of the items on your wish list come to pass tomorrow!!

Good luck to us all-

Paul Fine



To: WiseGuy who wrote (3546)1/20/1998 5:02:00 PM
From: KEN G  Respond to of 6980
 
Paul : Well, you got your revenues and earnings wish list. What did you wish for the price of the stock?
KG



To: WiseGuy who wrote (3546)1/20/1998 5:07:00 PM
From: Tom Kiblin  Respond to of 6980
 
Paul,

We hit your wish list with the following:

1. Revenues of $644+Million, beating Cisco's Seq growth rate
2. .28 per share (before charge)
3. Not sure on visibility, but assumed to be good as Accelar continues to ramp up
4. Great market share gains with switched products
5. Good wins with Splitrock and ZipLink for the 5399

Ahhh, it sure is good to be at Bay today!

Tom