Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: john dodson who wrote (6374)	6/9/1998 11:01:00 PM
From: Paul Fine	Read Replies (4) \| Respond to of 6980

I talked with Bay Inv. Relations today. The official word is that they believe they are still on track for the quarter(+10% sequential volume growth), although they still need June to come in. The month is somewhat backloaded, but not to the extent of last quarter. Accelar sales are going well, with evaluation units converting to real sales. North America is recovering perhaps alittle better than the overall market. The Street consensus for sales this quarter is somewhere in the $596MM range, which Bay is still comfortable with. No pre-earnings announcements(pro or con) are anticipated at this time(quiet period starts next Monday). Naturally, she could not address all this merger rumor stuff. Like last quarter, we have to hope that business doesn't slide into the next quarter. Still, it does look like Bay may be back on track with decent growth for the quarter. Time will tell. Paul