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Technology Stocks
Bay Networks (BAY)

An SI Board Since March 1996

Posts	SubjectMarks	Bans	Symbol
4270	6	0	BAY

Emcee: John Messbauer	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
2520	Shivu, Following are the technical signals: RSI - divergence, sign of possibl	donald sew	-	1/2/1997
2519	The points you made are excellent....but do you have to turn contributions to t	Box-By-The-Riviera™	-	1/2/1997
2518	Bay Watcher, Bay is a dangerous stock. If you can't be objective with the	Keith O'Neill	-	1/2/1997
2517	Shivu, If you think P/S is the right indicator, then go with SYBS, TDM, PTON or	Willie Hsung	-	1/1/1997
2516	one calculation to bay's fair value is $32.08 as posted in the "Check	BishopsChild	-	1/1/1997
2515	BayWatcher, I am also bullish on BAY. Do you think BAY will beat estimates for	John Arslanian	-	1/1/1997
2514	Willie, since it is your opinion that Bay's stock is not cheap by any stan	The BayWatcher	-	1/1/1997
2513	But Willie, you keep using PE as the only metric to judge Bay's fair value.	C.N.S.	-	1/1/1997
2512	To Thread Many of the technical indicators I use show that BAY will have a sho	donald sew	-	1/1/1997
2511	Vladimir, Mark - RE Cable Modems I agree that the article was very negative	John Koligman	-	1/1/1997
2510	Hi Willie: << Bay stock is not cheap by any standard, especially with t	Vladimir Zelener	-	1/1/1997
2509	Hi Lerxst: Telecommunication networking equipment, in my opinion, is the m	Vladimir Zelener	-	1/1/1997
2508	Hi John: I have read the article you mentioned in reference to cable modems	Vladimir Zelener	-	1/1/1997
2507	VZ, You are right on CSCO could afford to overpay many companies with their 40-	Willie Hsung	-	12/31/1996
2506	Yes, how long will it take to really start seeing cable modem sales? Again, th	Mark Oliver	-	12/31/1996
2505	Vladimir, 100 mil for NetIC's does appear to be pretty high, but only time	Lerxst	-	12/31/1996
2504	Mike, I think BAY is going to stay in the very low $20's until there is a t	John Messbauer	-	12/30/1996
2503	Hi John: On the positive side for T is also they got rid of NCR(just comple	Vladimir Zelener	-	12/30/1996
2502	Hi Lerxst: If the purpose of the aquisition was only to introduce 10/100 Mbp	Vladimir Zelener	-	12/30/1996
2501	Tim, I hope you are correct, I would love to have a cable modem rig	John Koligman	-	12/30/1996
2500	John,my believe is that communications is the weak link. We have good computers	Timothy Tashjian	-	12/30/1996
2499	Vladimir, Sure, that is something one has to take into account. On the ot	John Koligman	-	12/30/1996
2498	John, I think he gets away with it because he cloaks his identity as "Crui	Michael D. Christian	-	12/30/1996
2497	Vladimir, Cruiser only mentioned Gigabit technology in regards to Cisco's	Lerxst	-	12/30/1996
2496	Hi Cruiser: First I believe CSCO is in much better financial position to spe	Vladimir Zelener	-	12/30/1996

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