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

To: Typhoon who wrote (4558)	3/12/1998 2:09:00 PM
From: 5,17,37,5,101,...	Respond to of 6980

Just a glance at the charts of BAY and CSCO reveals BAY to be a much more volatile stock than CSCO. Volatility is what most people call risk. Risk is not always rewarded, but when added risk is rewarded the reward is usually substantial. If you believe BAY has a good chance of endrunning the competition and becoming a player, then I feel $55.00 over the next 2 years is a very lowball figure. In two years it'll be obvious if BAY is or isn't, so expect a dramatic move up if it is or expect it to drop sharply if it isn't. Jackson

To: Typhoon who wrote (4558)	3/12/1998 2:31:00 PM
From: Paul Fine	Respond to of 6980

Why do you think Bay will move up into April? There will be no reduction in risk given backloading of quarter, so no better visibility of final numbers. The pessimists/low risk takers bailed out over the past 10 days. I don't see a major player coming in to take their place prior to earnings announcement time. Separately, I saw a full-page ad for Bay's Accelar 1200 in the WSJ today. Looked impressive and is directly targeted at cisco. Is their offer of a free hookup and trial of the RS new, or have they been doing that all quarter? Is there a major cost associated with this promotion? Paul