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

To: rupert1 who wrote (5378)	4/17/1998 7:41:00 AM
From: w2j2	Read Replies (1) \| Respond to of 6980

How many times have I seen this same story? Company and industry has 2 or 3 quarter downturn, and analysts and investors cry and sell. A shrewd investor buys a company with good, competitive products and management at this time, and he buys for the 3 to 5 year hold. Oracle took a hit. Seagate took a hit....Western Digital... Adaptec...Compaq....Intel...3Com....Cabletron. It is only a matter of time before Cisco and Microsoft get theirs. The whole industry is weak, and will probably remain weak until the year 2000 problem is resolved by most corporate customers in 1999. Just my humble opinion. wj

To: rupert1 who wrote (5378)	4/17/1998 10:55:00 AM
From: H-nator	Read Replies (4) \| Respond to of 6980

Vepoc and thread: One additional topic from the conference call that concerns me greatly is the fact that fully 26-27% of Bay's revenues are still derived from shared media products. The analyst asking questions about this topic implied that this percentage far exceeded the percentage of revenues derived from shared media products for Bay's competitors. If the revenue from shared media tanks faster than House is expecting (IMO this is very possible) I would not expect Bay to grow revenues this quarter no matter how many of those Accelar eval units convert to real sales. H-nator