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

To: rupert1 who wrote (6424)	6/13/1998 10:54:00 AM
From: Ben Antanaitis	Read Replies (1) \| Respond to of 6980

All, While the general market wreck momentum may swamp out the effect, I have updated and posted the latest BAY June'98 Options Analysis, showing the Max-Pain point at $25 for June 19th. Ben A. ez-pnf.com

To: rupert1 who wrote (6424)	6/13/1998 5:11:00 PM
From: Bosco	Read Replies (1) \| Respond to of 6980

Dear Victor - yes, I think times like this one has to be cautious [not just about BAY, but the mkt in general.] However, regarding "back loading," it is actually a norm than an exception for the networkers, especially those in the hi-end. In this respect, many network analysts do do their jobs by looking at A) DSO and B) channel inventories. I mean, it is an expectation game. Sometimes, when one's optimism is unfulfilled, one becomes more cautious. OTOH, when the outlook seems to be brighter, then immediate subpar performance doesn't sound so bad. For instance, CPQ [btw, congratulation] has announced it will breakeven while First Call actually has a +1c estimate, kudos to Mr Pfeffer [sp?] for his ability to lay the cards on the table in a nice way. Having said that, I am not as optimized that WS will accord BAY with such leniency Best, Bosco