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

To: bayhead who wrote (5032)	4/1/1998 10:19:00 AM
From: Bosco	Respond to of 6980

I am not too worried about Soundview... especially with CYA stmt like the following... "We think that Cisco's product will be good enough for about 80% of their customers. Bay's difficulties are to be expected: the networking market is growing only at about 25-35% currently and until the carrier market opens up wide every body will have to fight against Cisco. We believe that Bay, by year-end will have a very strong product portfolio, equivalent only to Cisco's. That's why we strongly believe that companies like Lucent, Northern Telecom, Alcatel, Siemens, Ericsson, Nokia, Fujitsu and others will be starving for product and sales expertise in data networking making BAY the most attractive property along with Ascend."

To: bayhead who wrote (5032)	4/1/1998 10:19:00 AM
From: Beachbumm	Read Replies (2) \| Respond to of 6980

Well, that's a bummer of a report. Unfortunately, Soundview carries some weight in tech stocks. Thanks for sharing it, however. I guess the CSCO gorilla has successfully scared the customers. Beachbumm