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

To: Bosco who wrote (5093)	4/3/1998 4:43:00 PM
From: rupert1	Read Replies (1) \| Respond to of 6980

Bosco and Scott: I think BAY should lie,like @@@@,get the price up to $100, takeover Cisco, and then write-off the "error" as an acquisition cost. Victor

To: Bosco who wrote (5093)	4/3/1998 5:35:00 PM
From: 5,17,37,5,101,...	Respond to of 6980

Hello, I sold BAY at $27 1/2 but am not averse to repurchasing depending on circumstances. I follow thread closely. Regarding booking of revenue, if management felt an offer was imminent, it seems it would have packed all the revenue possible into the recent quarter to rally the stock price before negotiations begin in the next. Did it have revenue to pack? I don't believe it did. If it had had the revenue, it would have added it. After all, House had warned that revenue was backended. Turns out there was no back end except a few shareholders, though excluding institutions who dumped after a quiet little warning. My guess is those same institutions will be tipped off before any good news is released in the future. I'm looking for lower prices for BAY especially when market corrects and I'm also looking for it to subsequently turn up abruptly when institutions are tipped as to better sales or new product or takeover. I'd also like to see more insider purchases by meaningful people. Jackson