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

To: Roads End who wrote (5606)	5/1/1998 1:51:00 PM
From: George A. Roberts	Respond to of 6980

First, revenue is flowing despite recent implosions by Bay Networks (BAY:NYSE) and Cabletron (CS:NYSE). "I think [revenue growth] is north of 20% and, for some people, 30%." Cisco (CSCO:Nasdaq) is growing about 30%, he says; Cisco stayed away from the conference because it is in a quiet period before reporting earnings on Tuesday. In the conference wrap-up session, Billimoria touted International Network Services (INSS:Nasdaq) and MMC Networks (MMCN:Nasdaq) as his top stock picks. He says INSS, which helps corporations deploy networking gear, has little technology risk and Asian exposure. Billimoria likes MMC Networks because of the company's recent deals with Cisco and Lucent (LU:NYSE) as well as its product cycle, which kicks in later this year. MMC Networks builds chipsets for network routers and switches. Billimoria also says the networkers are trimming costs and are confident they'll meet their stated margin goals. His firm has advised small acquisitions by Fore Systems (FORE:Nasdaq) and Bay, but has no underwriting relationship with the networkers.