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

To: B.K. Ohneis who wrote (4879)	3/19/1998 7:00:00 AM
From: Bosco	Respond to of 6980

Dear BK - I think the last 2 weeks of March [next 2 weeks] will not be materially significant since the ramping of Accelar is not as speedy as some of us would hope. If indeed BAY is going after CSCO's backbones <vbg>, it will take some duking out. So far, BAY won the realityware and performance while CSCO won the vaporware and the alpha wolf advantage. Since I ve mentioned exit strategy, please allow me to clarify. For me [and it sounds like you too,] I am rooting for BAY. It will be in my core portfolio until extraneous circumstances, personal or otherwise, arise. However, Mr/Ms Missing and I have had a conversation here a while back. S/he has wanted to get out of BAY and into CSCO all along. Back then, I ve enquired why s/he did do so. His/her explanation is that s/he believes BAY will outperform CSCO [stockwise] in the near term - s/he will exit at 40. So, it is not a question for myself rgds Bosco