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

To: JohnDoe who wrote (5183)	4/8/1998 10:35:00 PM
From: Bosco	Respond to of 6980

Dear JD - thx for your information. It'd be better if you were willing to share this information last nite . Anyway, while I ve your attention and since you seem to be an industry insider [you remind me of Willie <g>,] if you don't mind, would you please elaborate on the the disgruntled part? Specifically, why are some of the BAY folks disgruntled? TIA rgds Bosco p.s. instead of using your disgruntled friends for information, it may be a true act of friendship to counsel your friends to seek better employment. Just a thought.

To: JohnDoe who wrote (5183)	4/9/1998 7:27:00 AM
From: w2j2	Read Replies (1) \| Respond to of 6980

JD: Cover your short on Bay. The stock will not fall much more. Look at the chart... Take your profits and short Dell. Good luck!wj

To: JohnDoe who wrote (5183)	4/9/1998 11:53:00 AM
From: Bruce D. Miller	Read Replies (1) \| Respond to of 6980

Hi John, (Speaking from the perspective of East Coast Development) My impression is that the attrition has neither become worse nor improved. Most of the folks who have left have been drawn in by startups rather than fleeing Bay. So, the attrition becomes more dependant upon what is happening with that startups than Bay. In addition, there are startups which have been Bay spinouts (ex. Argon). Clearly, I can not speak for what may or may not be happening on the West Coast, but I find the "disgruntled friends" opinion a bit overstated. Well, back to work. Regards, Bruce

To: JohnDoe who wrote (5183)	4/9/1998 1:13:00 PM
From: G. Richmond	Read Replies (1) \| Respond to of 6980

John, Probably some truth and some rumor, and a lot of wishful thinking at Cisco. Disgruntled? Probably true due to current stock performance. Hey, even I'm disgruntled and I don't work for Bay. I also don't expect the depression to last that long. I don't believe your analysis is quite correct. Sr Management I hear is being upgraded, notice several press releases recently. People jumping ship, nothing out of the ordinary, hey I hear people are jumping ship at Cisco too. come to think of it, Intel, Microsoft and Oracle have people jumping ship as well. That's life my friend. If you're trying to imply that Bay is on fire like Cabletron, not even close. My friends at Bay are very upbeat, except on recent stock performance and tell me that the rest of 98 looks VERY good. They say it's a great company and the future looks very good. My friends at Cabletron, well they don't echo the same feelings. I to like my disgruntled friends on the inside of Cisco, only difference, they are not disgruntled over stock performance, but expect to be later on this year. Let's just say the enthusiasm they had over the past couple years is gone. INS has put themselves in a very precarious position and by doing so will lose business from one side of the fence or the other. Time will tell. I think it's 7 or 8 % they own. GR