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

To: Ashim Mehra who wrote (3626)	1/21/1998 10:35:00 AM
From: WBendus	Read Replies (1) \| Respond to of 6980

Bay remains to be one of the best technology and networking stocks out there, unfortunately we are unable to fill our sails with the analyst winds. I am currently assessing the 5 major players in networking, BAY, CSCO, CS, COMS, ASND. On a fundamental and finacial basis, Bay may likely be the best value but I need to finish my homework. I will be looking closely at growth rates, financial rations, and technological trends in assessing these companies. Perhaps over the weekend, I will have a fully detailed report of my findings. As for the short term, your guess is as good as mine. Perhaps one strategy might be to sell some February calls and buy puts with the proceeds for protection. Wayde.