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

To: bgg who wrote (6009)	5/21/1998 7:54:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6980

bgg, Re -- I didn't FORGET to list fixed/modular/ports, etc., because I thought the point was made. No. As usual you did not understand the point. Bay's presence in the Modular switch market was minimal in the first place. And you still did not show the % decrease in fixed ports (Which by the way is exactly what you accused of doing. Providing info beneficial to ones point). The numbers you provided shows that Bay is not as bad as when you first posted them Re -- positioning and placement of traditional routers.. You made my point. Routers which were used throughout the network is now relegated to the edge. I thought you had some minimal level of comprehension, edge devices are less pervasive than edge+core devices. Thus router revenue will decline replaced by much less Layer 3 revenue. Re -- the router market is still growing in the single digits. Companies and ISPs seem to still be buying these things by the boatloads. Yeah right, its not absolute numbers that count, but % growth. And you contradict yourself. Re -- If you subscribe to the "hot box" marketing mentality Bay is executing out of a plan. Cisco is executing like a mere start up with BUGGY products and LYING to their customers. Face it bgg, Cisco LOST the Layer 3 marketing battle!!! and is nowing coming out with ME_TOO products. Re -- think a second about how Bay has treated their customers in the switching arena. 35000, System 5000, Centillion... You keep mentioning OLD stories. Cisco is facing a commoditization of their products. Various Analysts have mentioned that Cisco's growth is slowing. Data and Voice convergence is a few years down the road. Cisco's stock price is trading at P/E of about 55. On the other hand, Bay's shared media problems will soon be behind it. New products will drive growth, down side to Bay's stock price is limited (take over or break up value and billion $ in cash). Now considering the above and the risk/reward valuation, I suggest you take your profits in Cisco and put it to work in Bay. Remember Cisco's problems are just begining... STAY TUNED. Stockman