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

To: R.S. Blum who wrote (5092)	4/3/1998 3:57:00 PM
From: Bosco	Read Replies (3) \| Respond to of 6980

Scott - actually, it may not be a bad strategy to delay some booking of revenue - legally, of course - if indeed the last two weeks of March is a barnstormer. This will cushion the subsequent Q while giving WS some sense of predictability. Also, that will make the DSO less suspectible. Of course, one should be realistic. While I ve no extra information other than the PRs and what I read here, I do not think BAY will exceed the post-warning #s by much, if at all. rgds Bosco (neither shaken nor stirred)

To: R.S. Blum who wrote (5092)	4/3/1998 5:30:00 PM
From: KEN G	Respond to of 6980

RS The market is unforgiving on the downside. Typically the analysis goes "in the worst case....". House has said in the worst case this quarter..yada yada yada (whatever happened to etc. etc. etc.) The stock as you well know dropped to meet this new news, then rose some after folks had time to think about Houses comments concerning the following quarter. If we are a little higher this Q than House predicted - ( I have no reason to think we will be) than boom..no one minds a positive surprise (remember the normal thinking is...in the worst case yada etc.). When folks consider what House has said about the next Q, they will think..well it will be at least that... But since the groundhog saw his shadow, I predict that in 6 weeks Bay will rise from the ashes and Spring right out of the 20's Good weekend to all KG