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

To: rupert1 who wrote (3678)	1/21/1998 5:29:00 PM
From: Pravin Kamdar	Respond to of 6980

Vepoc, My take is that they will break the trend in fiscal Q3. They played up the fact that it is a seasonly weak quarter so that they will look even better when they increase revenues. Hopefully, they will give more guidance in about a month. Pravin.

To: rupert1 who wrote (3678)	1/21/1998 9:06:00 PM
From: jethro	Read Replies (2) \| Respond to of 6980

i think the analysts were smoking something when they should have been paying attention, the bay execs did mention the seasonal weakness, but they were very positive when they were saying they would like to change this pattern that started over the past few years. the bay people also mentioned something in the Q&A that i thought was great, over the past two quarters something like 66% of business has been new customers. the list of positives could go on, but i don't have my CC notes with me, maybe tomorrow. jethro