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

To: WBendus who wrote (3607)	1/21/1998 9:52:00 AM
From: bayhead	Read Replies (1) \| Respond to of 6980

$26.625 open

To: WBendus who wrote (3607)	1/21/1998 9:56:00 AM
From: RFF	Read Replies (1) \| Respond to of 6980

Did you mean "$650"M - they are going to downgrade the stock over $5M when mgmt said they would grow 7-11% sequentially for the next 2 qtrs - if that's really a reason for the downgrade the analysts can see passed their nose. I do think the shareholder dilution is the main factor - but I also think once they get a window (break from make stock acquisitions) they will use some of their future good results to buy back stock and offset the effect of the options grants. I would trade a higher stock price over the next month or two for a motivated work force growing the company for the long-term. If people are worried about options they'll get over it - just look at Microsoft, which needs to spend 2/3s of its earnings just to keep outstanding shares from growing.