Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bosco who wrote (4875)	3/18/1998 7:33:00 PM
From: RFF	Respond to of 6980

RE - CBS article Richard Woo, networking analyst for Thomson Kernaghan & Co showed how little he knows about the players in that piece. My favorite quote: "Bay operates primarily in the enterprise routing segment"

To: Bosco who wrote (4875)	3/19/1998 8:26:00 AM
From: missing	Read Replies (2) \| Respond to of 6980

Bosco, I have almost all given up on BAY after this last fiasco. Initially I thought that it would be a turnaround candidate and didnt mind being a long time holder. But just think about it. The company's problems were blamed on management. They got a new "good" one. It looked like it was turning around and what do you see? Same stories of product transitions, charges and basically excuses. If you remember , the first crash and follow up excuses started in feb of 96 and not much has changes since. IMHO, this is a chronically ill company that can not get its footing. At this point my exit would be around 33 or so if Im lucky. One thing is for sure, 33 or not Im swapping Bay for CSCO and not looking back. PS Bosco , you can use "he" instead of he/she for "missing". I assume the same applies to you as well.