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

To: Doug who wrote (4492)	3/9/1998 7:38:00 PM
From: rupert1	Respond to of 6980

Doug: I'm going to have to shut up about this, because I can hear myself repeating. My frustration is that I thought everybody knew about the characteristics of this quarter - House certainly explained them clearly in that New York meeting a month ago. Now if the CFO "backloading" comments were just another way of explaining what House had already explained, there should have been no fuss. But the Street has evidently read it to mean that there are new concerns and a heightned degree of risk. Nobody seems to know anything everybody is fearful of what others might do if there is negative news, so everybody is lookign over their shoulders and some are running for the exit. I actually don't think it is manipulation of the small guy by the big guys just uncertainity and fear. Everybody has to judge their own tolerance level. I think this stock will pass its all time highs in 4-6 months but how rough or smooth the getting there is the question. Victor (goodnight)