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

To: ravi mali who wrote (4942)	3/20/1998 8:32:00 PM
From: Paul Fine	Respond to of 6980

Well, this is my last post until 3/30; I am taking a much-needed vacation with the family. So, my last prognostication for a while is pretty consistent with my previous recent posts. I see Bay meandering in the $25.50-$28.50 range until very close to earnings announcement(est. 4/15/98). There could be some swings outside that range in the week prior as some speculate(up and down) about whether the new quarter is starting out good. I expect someone to ask House(unless he is smart enough to bring it up himself first) on the conference call if the sales not consummated in March came in during the first two weeks of April(remember, he said they could have made the quarter if they had another two weeks). His answer to that question will set the tone the analysts take with Bay the next day. I think that there is little downside risk to their revised projections for this quarter; they'll take what they need and push the rest into April to increase the odds of making the projected record sales quarter($645MM+). They must show month by month progress towards that goal; no "backend loaded" spin will suffice. Hopefully, they will keep all those new PR and Street-confidants they recently hired up to speed on sales progress, and they in turn will keep the Street informed. We don't need another "information deficit" stock price slide this summer! Take all the above as just one man's opinion. Paul Fine

To: ravi mali who wrote (4942)	3/20/1998 10:26:00 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 6980

Ravi, thanks for your inputs about 3com. I got stuck in 3com right now due to a sudden big drop last October due to the inventory problem. But coms is still a pretty good company : 1. It has a really good brand-new line of Enterprise products. Its soon to be released CoreBuilder 9000 can forward 56 million packets/sec. Does BAY has a next generation of Accelar to compete with this beast ??? BAY Accelar 1200 is equivalent to CoreBuiler 3500 - both forward at around 7 mpps. 2. Our former friend Willy, who calls himself an "Networking Expert", really likes COMS' products now (like the SuperStack 3900) - and I tends to believe in him ! 3. Coms develops all its Layer-3 switches and Gigabit switches IN-HOUSE, so there won't be any integration problems. Whereas BAY and Cisco purchased all these technologies from outside and they will face integration problems as these switches are getting more and more complicated - hardware wise. Cisco is obviously having such problems with its Granite purchase. BAY could also be having problems with its Rapid City purchase since I don't seems to hear about any new product offerings. Just some discussion. Mang