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


To: RFF who wrote (5192)4/9/1998 1:54:00 PM
From: George A. Roberts  Read Replies (2) | Respond to of 6980
 
Well the rich get richer ,,,lets see Cisco at $77 and Bay will perhaps miss the reduced estimates this quarter as at least one analyst has stated, which will catapult us to the downside back below age of consent ,,i.e. a teenager in stock price. I sure am glad I picked the right networking concern to invest in two years or so back,,,it is much better the have the company with the "best technology" as opposed to the one that makes money for the shareholders...I am sick of under dogs ,,never again will i buy a tech stock that is second or third tier in hopes of a turn,,,it is too easy to just pick the market leader and become a non ideologue...
George



To: RFF who wrote (5192)4/9/1998 7:32:00 PM
From: StockMan  Read Replies (1) | Respond to of 6980
 
RFF,
Re -- company (Cisco) will announce own layer 3 switch as early as late April..

If it is the 8500, its only FUD. Cisco should be ashamed of themselves, calling a router a layer 3 switch <gg>. Also if it is a true router, they'll have problems meeting the price levels of an ASIC switch.

Stockman