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

To: JDN who wrote (5021)	3/31/1998 5:19:00 PM
From: Paul Fine	Read Replies (1) \| Respond to of 6980

Re "institutions aren't buying Bay"- This should not come as a surprise. As I posted 1 1/2 weeks ago, the stock will probably trade in a narrow range($25.5-28.5) until the next conf. call. Bay has pre-announced neg #'s, but with positive forward-looking statements(eg. "if we had two more weeks we might have made the number"). The Street, IMO, is waiting for two weeks into the next quarter to see if that has in fact happened. The conversion rate for the demo models of RSP into actual sales is the shortterm future of this company, as far as growth projections are concerned. Why would anyone stick their neck out now when they can act on reliable info in two more weeks? I see the low volume(<2M shares/day) to be a good sign; people aren't dumping the stock either. Just hang in there a while longer. Paul

To: JDN who wrote (5021)	4/1/1998 4:35:00 PM
From: eric podell	Read Replies (3) \| Respond to of 6980

Dear JDN, Speaking of mooning at the Bay, Maria Butt-aroma in of one her typically stupid but overconfident reports linked Bay being down to a semi-conductor equipment maker earning's shortfall! Huh? And none of those genius on CNBC including Cramer questioned the non-sequitur. If we have to pin our hopes on a takeover rather than a consistent turnaround in profits and sales then I believe we're in big trouble. Hope Soundview is wrong but they sound like they've checked the channel and know something we don't. Nobody ever answered my question of what happens to stock price if they report earnings of 10 cents. Is it in the stock? Eric.