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

To: Hop Sing who wrote (6354)	6/9/1998 2:39:00 AM
From: StockMan	Read Replies (2) \| Respond to of 6980

HopSing, Re -- I predict 700 Million +/- 5%. Nah.. I'll believe it when I see it. A 27% Q on Q is a little too much to swallow. Stockman

To: Hop Sing who wrote (6354)	6/9/1998 10:28:00 PM
From: john dodson	Read Replies (1) \| Respond to of 6980

Hop Sing, That's fine that you disagree with my post. That's what SI's all about! However, what do you base your postulate that BAY will beat the "whisper" number this quarter? Has BAY gotten some secret contract with immediate sales? Note that whisper numbers are not always better than the consensus estimate. In fact sometimes they're lower. Given that the current estimates are .14 cents for 2nd qtr, what's your guestimate? I read "dramatically" better and "exceeds the whisper # to be somewhere above .20 cents or so. BTW, I hope you're right about BAY having a great qtr. Then again, I'd just as soon take my $38 from NT all the same. -John Dodson