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

To: pjconrad who wrote (4579)	3/13/1998 2:06:00 PM
From: Pierre Aydin	Read Replies (1) \| Respond to of 6980

I sold my 1/3 of my shares around 32 and itching to buy but I think I will wait little more, anything below 27 is steal for a long term investor. Pierre

To: pjconrad who wrote (4579)	3/13/1998 2:33:00 PM
From: gs	Read Replies (1) \| Respond to of 6980

>>Daytraders has BAY listed as one of its nine picks<< Can you tell us the rest of the pics or give the URL. Thanks.

To: pjconrad who wrote (4579)	3/13/1998 2:38:00 PM
From: rupert1	Read Replies (1) \| Respond to of 6980

pjconrad: 72% held by institutions could be bearish, as I noted some time ago; but, in BAY's case the number of institutions holding that 72% is relatively low. This is bullish, because it leaves room for a lot more institutions to add it to their portfolio; but to do that there has to be redistribution among the institutions: it may be that the last two weeks block selling has come from a few institutions holding a disproportionately large holding taking profits or re-allocating, and the accumulation by the other institutions without any BAY has not started to kick in yet, and probably won't until nearer earnings or after earnings. Just a thought! Victor