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

To: Cisco Fan who wrote (4785)	3/17/1998 10:29:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6980

Cisco Fan Re -- I have never bloody seen Bay guy trying to ecome strategic vendor...I have never seen a Bay guy stand up and try to poke holes in Cisco's end-to-end story. This may change with the Adaptive network/Plug and Play/standards story of Bay. This story is required, if Bay is to penetrate entrenched Cisco accounts. I agree with most of your other points. Stockman

To: Cisco Fan who wrote (4785)	3/17/1998 10:31:00 PM
From: Hop Sing	Read Replies (1) \| Respond to of 6980

Thanks cisco fan - But you are backward - You have just described Cisco Sales people, not Bay.

To: Cisco Fan who wrote (4785)	3/18/1998 12:08:00 AM
From: C.N.S.	Read Replies (2) \| Respond to of 6980

Sam, I hope you don't mind me asking this (feel free not to answer the question if you think it is too personal), but you say that >>>I have worked as network design/management consultant in places like Schwab, Bank of America, PacBell<<< What capacity did you work in the companies mentioned above ? Which were some of the projects that you implemented (size, scope, your level of involvement) ? Were you the project lead or a participant ? What portion of the buying decisionfor specific network products (hubs, routers, switches, network management software etc etc) was based on your evaluation/recommendation ? Thanks Shivu

To: Cisco Fan who wrote (4785)	3/18/1998 8:53:00 AM
From: missing	Read Replies (1) \| Respond to of 6980

Hey CiscoFan. I agree with your assessment. But if you want to stay with the big guys, why buy CIENa? Eventually they will (already?) fall to LU. A bit of a contradiction on your part in mentioning LU and CIEN together. PS From WSJ 3-18-98. It seems Pyykkonen forced BAY into making a statement. "I'm reducing their rating until I get material evidence that new orders are really picking up," said Martin Pyykkonen, an analyst with CIBC Oppenheimer Co. in San Francisco. Mr. Pyykkonen triggered Bay's announcement when, earlier in the day, he cut his profit forecast to 21 cents a diluted share, well below the previous consensus estimate of 28 cents a share. Given Bay's subsequent guidance, Mr. Pyykkonen said Bay's net income for the quarter could be as little as 10 cents a share.