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

To: jkb who wrote (4414)	3/5/1998 9:34:00 AM
From: George A. Roberts	Read Replies (1) \| Respond to of 6980

Here is a part of Herb Greenbergs column on Cramers cite: Warning, warning, whosa gotta a warning? With Intel preannouncing, anything is possible in Sillycon Valley. Checked with one hedge fund manager (whose name'll never see the light of day) and his wish list of possible preannouncements includes: Compaq, the result of falling prices and a possibly stuffed channel; Digital Equipment (DEC:NYSE), because of sales weak in anticipation of its Compaq merger (and the little hint we got Tuesday from the earnings warning from Pioneer Standard (PIOS:Nasdaq), whose biggest customer is DEC; Bay Networks (BAY:NYSE), which suffers from low switch pricing and a longer sales cycle than it had hoped on one of its products; networker Olicom, which has been talking about a weak start to its quarter; Adobe (ADBE:Nasdaq), which has been talking down its numbers, and Quantum (QNTM:Nasdaq), which is seeing returns of its DLT 7000 tape drives, a key segment of its biz.