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


To: Wallace Rivers who wrote (4736)3/17/1998 4:54:00 PM
From: Bosco  Read Replies (3) | Respond to of 6980
 
Dear Wally - hope for the best, prepare for the worst. According to the various pieces of information posted here, rev# is ~$580MM and margin eases off from 51.8%. Therefore, I think earning will not meet expectation. Dr House seems to spin the situation well, i.e., historically, Q4 and FY99 Q1 will be a revenue ramp up time.

Hold on to our hats and hope for a quick double bottom - so get it over with

rgds Bosco