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

To: Daveyk who wrote (6872)	7/20/1998 7:40:00 PM
From: Bosco	Read Replies (1) \| Respond to of 6980

Dear Dave - Revenue look good, so at least that lends some impetus that last Q was an anomaly and she is on track to recovery. Earning is inline; however, given the negative perception, maybe it is awash with a positive bias. This is a good outcome all around. While BAY shareholders may hope for a better ratio, .6 of NT is not bad. And NT shareholders should feel NT has overpaid <G>. I am hoping someone who listens to the CC will provide a concise summation. TIA. If it is not addressed in the CC, this minor mystery of moving up the earning date is a curious puzzle. Maybe Mr House wants to be a head of the Super Tuesday <g>, but leaping in front of NT release is also a possibility [personally I don't think it has to do with Uncle Al's Hawkin-Humphrey.] Will see best, Bosco