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

To: w2j2 who wrote (5379)	4/17/1998 8:35:00 AM
From: Peppe	Read Replies (1) \| Respond to of 6980

Walter, Get real !! Comparing Compaq & Intel to Bay is ridiculous. Cabletron, Bay I understand. These companies will not recover. Bay has some fundamental problems. They do not lead in any of the three main networking markets (Enterprise, Service Provider, SOHO), but have products in all categories. They will not displace 3COM in the SOHO space, they're not even on the map in the SP space and good luck against CSCO in the enterprise space. You see, it's not about products. I don't care how good the Accelar is, Bay will not kick out CSCO Catalyst switches in any major account. The switch business is worth BILLIONS while House is talking about $ 50-70 MILLION in revenue for the Accelar. Bay is the Everex of the networking industry. Too big to be bought, to small to compete with the big boys. My feeling is this puppy will tank today (sub $ 20). Take your losses and run !!! Peppe