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

To: rupert1 who wrote (4593)	3/13/1998 4:21:00 PM
From: RFF	Read Replies (1) \| Respond to of 6980

Hey, a couple of BAY people offended about talks of BAY disappointing! That makes me feel a little better......

To: rupert1 who wrote (4593)	3/16/1998 3:00:00 AM
From: BayView	Read Replies (1) \| Respond to of 6980

Institutional Holdings For Selected Stocks Data from WSJ and as of 3/13/98. (The number in parentheses is the percentage changed from the last post, 2/12/98.) Company Holding % # of Inst. Bay 63.75 (-13) 602 (+5) csco 62.87 (-2) 1899 (+4) cs 50.35 (-19) 580 (-2) coms 59.05 (+5) 867 (-1) nn 32.46 (-14) 377 (+3) asnd 33.48 (+389) 545 (+534) aol 74.57 (-6) 431 (+9) amat 64.70 (-11) 944 (0) sunw 53.36 (-7) 1069 (+3) Intc 48.59 (-7) 2419 (+1) IBM 50.22 (-2) 1952 (+3) orcl 40.78 (-11) 1185 (-4) msft 34.20 (-1) 1967 (+4) Bay institutional holdings was as high as 74.58 on 2/20 and down to 63.96 on 3/1.

To: rupert1 who wrote (4593)	3/16/1998 2:40:00 PM
From: eric podell	Read Replies (2) \| Respond to of 6980

Victor: Is it silly to think the Street knows something that they(Bay) haven't even announced to analysts? I just saw a piece on CNBC which put forth the notion that close to half the companies in the market made it a practice to release news to favorite analysts and institutions before making such news public. Most of the time they were unaware that that there was something wrong with doing so. I think its silly to think that there is not news disclosed either directly or by inference to the big boys before the rest of us know it. Do you think this relentless price action is because everybody woke up and decided to start selling Bay because they were all suddenly scared without any reason? If bay is on target why not say so. The further down we go the more overhead resistance is created; making it more difficult to reach even recent price trading ranges.