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

To: RFF who wrote (4505)3/10/1998 9:40:00 AM
From: 5,17,37,5,101,...  Respond to of 6980
 
Having owned COMS in the past and BAY now, my impression is that networking revenues of smaller companies are comprised of large orders subject to lumping so that the majority of orders might occur in any given month during a quarter, a little like ship building. However, I would be suspicious of such a phenomenon at CSCO because its revenues are so large that I cannot see how they are not uniformly distributed over time.
Jackson


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