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

To: Gianluca Bacchiocchi who wrote (5319)	4/16/1998 5:19:00 PM
From: Bosco	Read Replies (1) \| Respond to of 6980

all - at least, people here are calm and collected [or y'all gone for the thunderbirds <sg>,] other threads in similar situations would talk their heads off. If there is a more complete conference call, please post. TIA rgds Bosco [same dead meat like all other longs]

To: Gianluca Bacchiocchi who wrote (5319)	4/16/1998 5:20:00 PM
From: WiseGuy	Read Replies (1) \| Respond to of 6980

biz.yahoo.com

To: Gianluca Bacchiocchi who wrote (5319)	4/16/1998 5:59:00 PM
From: Paul Fine	Read Replies (1) \| Respond to of 6980

I will listen to the conf. call before making a final evaluation, but I don't see how revs down 15% sequentially when 3 weeks ago Bay said no danger below a 10% drop is going to bode well on Friday. Further, only $.06 vs forecast of $.12 says margins were weaker/expenses were higher also. In addition, his comments that there will be "sequential growth" this quarter is a far cry from predicting a record quarter, as he did last month. The continuing weak industry demand is also a damper on the whole company. Anyone who thinks we won't be in the crapper tomorrow just isn't being realistic. I wish I had takem my own advice two weeks ago to get out before the numbers. I expect a margin call tomorrow. Been there, done that. Really not looking forward to doing it again. Paul