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: Paul Fine who wrote (6833)	7/10/1998 5:17:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 6980

Paul - I certainly agree that Bays numbers are the critical factor because of last quarter's disappointment. I also think the street will look at the increase in NTs gross revenue from the same quarter last year. I say this because last quarter, NTs growth in gross revenue was much smaller than the other telecom equipment companies. I think that is one of the reasons for NTs relatively low PE compared to other telecoms. Ken

To: Paul Fine who wrote (6833)	7/11/1998 10:27:00 PM
From: G. Richmond	Read Replies (1) \| Respond to of 6980

Paul, Let's hope for good #'s. Certainly has been frustrating watching Bay continue to churn out good news, except last quarter and get no respect from wall street. I believe a lot of this has to do with Cisco being a wall street darling, and Bay being perceived as a LAN company with shrinking margins. Now that Bay will be getting an audience in the Telco and ISP space courtesy of NT, some of the new products, i.e. Versalar 15000 should do very well. Accelars will, and are doing damage in the LAN to Cisco routers and the 15000 should do similar things in the ISP/Telco space. It may have been a tough road to get the audience without NT but from what I hear, it's a no brainer for a 15000 vs. a rack of Cisco routers. Add Bay's data knowledge to NT's Telco offerings and I think this is going to be a nice marriage. Conference call should be very interesting GR