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

To: WiseGuy who wrote (4870)	3/18/1998 5:45:00 PM
From: JohnDoe	Respond to of 6980

Paul - This dog has more fleas then one can imagine. Time will prove this. Time will show this. JD

To: WiseGuy who wrote (4870)	3/18/1998 5:45:00 PM
From: mr. picker	Respond to of 6980

Paul That article implies decreased revenue growth for the networking companies for the last year. With the increased use of silicon and sortof standardizing on IP/IPX, decreased revenue growth is going to have to happen. 1/10th the price per port for routing switches is significant vs buying a router port. Is thier data from Tolley or Dell'Or(sp) that states which companies have the greatest share of installed ports? Is # of ports as significant as revenue to determine BAY's value? BAY must be selling 10x more ports to make up the 1/10th price or is it the software and service contracts that make the up the revenue difference? tia mr.P