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

To: RFF who wrote (4789)	3/17/1998 10:24:00 PM
From: StockMan	Respond to of 6980

RFF, Re -- I'd like to hear the negative view - a rational one. See - www3.techstocks.com Stockman

To: RFF who wrote (4789)	3/17/1998 11:32:00 PM
From: Beachbumm	Read Replies (1) \| Respond to of 6980

RFF, I didn't listen to the CC but after reading your great summary I offer these devil's advocate thoughts: Was the manufacturing ramp-up problem due to some bug in the Accelar product? Is this a materials/new product assembly problem or is it a rush the new baby to the christening before he's ready problem? Also, after this CC, the June quarter is now beyond redemption. I am sure that House et Cie must realize that to miss the June quarter now will be the end of this road show. There won't be another stay of execution, unless the entire networking segment goes into the toilet. So I am prepared to assume that they must have assurances from customer budgets that money will be spent next quarter. Therefore, I remain steadfast in my investment but I am looking at opportunities to buy some calls on weakness and puts on strength. Beachbumm