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

To: bayhead who wrote (5446)4/20/1998 9:15:00 AM
From: JDN  Read Replies (1) | Respond to of 6980
 
Dear Bayhead: I find the report you posted INCREDIBLE. Yes, I TOO would find BAY incredibly attractive at 15. But if they are sitting on $5 of CASH per share RIGHT NOW, it stretches incredulity to think that it would get that low. These AaNALISTS are getting nuttier and nuttier. JDN



To: bayhead who wrote (5446)4/20/1998 12:05:00 PM
From: StockMan  Read Replies (1) | Respond to of 6980
 
Re -- DLJ & Cisco only introduced its 10/100 low-end switching products in January and it appears that Cisco's pricing action and its grabbing share.

Cisco introduced the workgroup switch in late February but announced it in January. Not much time to gain/lose market share in Q. Shows how wrong the Analysts can be.

Stockman


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