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

To: Mang Cheng who wrote (4923)	3/19/1998 8:35:00 PM
From: RFF	Respond to of 6980

New products from Paradyne to help extend BAY's offerings: "Paradyne announced that it is adding Layer 2 virtual LAN (VLAN)support to its Hotwire line of rate-adaptive DSL (RADSL) products. Layer 2 support brings several benefits to carriers and end users. For carriers, Layer 2 support simplifies central office operations. According to industry experts, many carriers do not typically support Layer 3 routing in their central offices and for some applications, this has forced them to do things like handle IP addressing within the central office. The Layer 2 approach requires only one IP address to manage a DSL access multiplexer and its attached modems. For users, Layer 2 support means their data is more secure. Paradyne's Layer 2 support includes a learning bridge that automatically maps a Media Access Control address to the appropriate RADSL line. This feature provides a layer of security that is lacking in many DSL implementations. Since data is sent only to a user's RADSL line, others sharing a DSL access multiplexer do not have access to that data."

To: Mang Cheng who wrote (4923)	3/19/1998 10:01:00 PM
From: B.K. Ohneis	Read Replies (1) \| Respond to of 6980

<<2. BAY is still on a downward trend since begining of March. One or two days like yesterday and today do not make a chart. Right now I'd say the chart is neutral - it will consolidate horizontally between $25-28 for the next little while. I can not predict the next move - up or down - though the probability for it to go down a bit more is higher in my opinion (due to the shape of the curve).>> It seems that you have faith in the charts like Nancy Regan has in astrology [is this how you spell it?]. good luck.

To: Mang Cheng who wrote (4923)	3/19/1998 10:02:00 PM
From: Filippo Zucchi	Read Replies (1) \| Respond to of 6980

I believe that BAY under House has the type of outstanding mgmt. that this company needs to move up in the industry. I am also long a very large chunk of BAY. Having said that, I could not agree more what your take. I believe a 10% play in a month right now is to sell Apr 27.5c against the stock. Good luck.

To: Mang Cheng who wrote (4923)	3/20/1998 1:28:00 PM
From: ravi mali	Read Replies (2) \| Respond to of 6980

2. BAY is still on a downward trend since begining of March. One or two days like yesterday and today do not make a chart. Right now I'd say the chart is neutral - it will consolidate horizontally between $25-28 for the next little while. I can not predict the next move - up or down - though the probability for it to go down a bit more is higher in my opinion (due to the shape of the curve). Mang, short term Bay possible will be trade between $25-$28 range, but I think that Bay has better position than COMS. COMS has low end product(major products). Their profit will be squeezed by Intel, CS and lot of other low-end player, even asia crisis also will hurt COMS because those NIC manufatured in Asia would be terrible cheap. Bay is the only company have good technology to challenge CSCO, and further more their stock price is much much cheaper than CSCO, a lot of other network companies.