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


To: Pravin Kamdar who wrote (4473)3/9/1998 11:07:00 AM
From: RFF  Read Replies (1) | Respond to of 6980
 
Yeah, I know what you're talking about. I wish we would see more announcements on the level of the Ford deal.

Don't think this is a negative post though. House has been careful not to get expectation up and don't think he would have let this go out if he was really worried about the qtr. This article can be seen as an optimistic outlook from BAY and therefore I think it is backed by some hard reality. I'm not saying that BAY will have an upside surprise, just that it may not be as bad a qtr as some people are thinking. A nice level qtr that meets expectations would be wonderful.