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

To: rupert1 who wrote (4853)	3/18/1998 11:48:00 AM
From: Doug	Read Replies (1) \| Respond to of 6980

Vepoc:Could you kindly let us know what your quarterly earnings target are for the price of $45 or beyond. Thx.

To: rupert1 who wrote (4853)	3/18/1998 12:04:00 PM
From: Ken Twining	Read Replies (1) \| Respond to of 6980

Vepoc: Right-On! Like I said yesterday after the earnings warning shortfall preannouncement, BAY isn't going to drop more, it already has! I don't know why this is hard for some to understand. The uncertainty already drove the price down, now, House is restoring order, qualifying a slow quarter seasonally,plus product transitions. Fourth quarter will make up the shortfall in the 3rd. Simple as that! The Market anticipates forward earnings, not past. This is a good story and a great buying opportunity in the not so long run! I agree!

To: rupert1 who wrote (4853)	3/18/1998 12:53:00 PM
From: Richard Strutz	Respond to of 6980

Victor, I'm need to the BAY thread, I would like some guidance on LEAPS for BAY. I am looking at JAN 99 35-strike, do you see the stock well above $40 before year end. Please advise, Rich

To: rupert1 who wrote (4853)	3/18/1998 1:44:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 6980

<Despite all the claims and counter-claims, nobody had hard negative news during the recent sell-off, neither analysts, nor institutions, nor the general public. > Victor, I can't believe in the above statement. Isn't a specific warning from the Company bad news enough ?? Today $2 up is a classic example of short sellers covering after the bad news was out. People in the know had been shorting BAY for the last few weeks - they are now just locking in their profit. If COMS is some sort of example, BAY will drift back down to $24 in the near term - after all the short covering is done - just a guess on my part. Mang