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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
3870	Larry, you are entitled to your opinion. I just want to point out out the fact	Philipc	-	4/10/1997
3869	Fyi: I am also skeptical of Bay's ability to improve margins this quarter,	Paul Fine	-	4/9/1997
3868	Cruiser, I appreciated your forecast. While expenses may have been reduced, d	The BayWatcher	-	4/9/1997
3867	Dear Cruiser: I tried to message you this am but for some reason got locked up	JDN	-	4/9/1997
3866	jethro, There are things that I may have overlooked. I am no networking guru.	Anthony Mascarenhas	-	4/9/1997
3865	Anthony, Since you do know these things, why do you want justification for Bay?	jethro	-	4/9/1997
3864	Jethro, <<If I were you I wouldn't rely on some anonymous person on t	Anthony Mascarenhas	-	4/9/1997
3863	Anthony, if you really want someone to make a case for Bay, you should start y	jethro	-	4/9/1997
3862	Philipc- Cruiser's record a soothsayer may leave something to be desired- I	Liatris Spicata	-	4/9/1997
3861	Hiram, AMD did not re-invent itself. The stock rise is in anticipation of K6 re	Anthony Mascarenhas	-	4/9/1997
3860	<< IMHO, there are better places to put your money. Sorry to disappoint	Vladimir Zelener	-	4/9/1997
3859	Looking at the action on BAY, I feel a bit optimistic about the upcoming earnin	ASB	-	4/9/1997
3858	Hiram, I was not estimating from price, but trying to derive (a bit simplistica	Daniel Goncharoff	-	4/9/1997
3857	Gonch,but that is just estimating on today's price,not tommorrow's. I b	Hiram Walker	-	4/9/1997
3856	OK, Cruiser, your number looks good, I'm convinced. Bay will be a $40 stoc	Mang Cheng	-	4/9/1997
3855	Dear Bay Watcher: To add to your post, the Briefing Com which previously was v	JDN	-	4/9/1997
3854	Hiram, Your estimates dont seem to account for any dramatic improvement in mar	Cruiser	-	4/9/1997
3853	Gee, I gotta point out that earnings of $1 and growth of say 20% leads to a pri	Daniel Goncharoff	-	4/9/1997
3852	David, Is this statement based on something? Cruiser BTW - I think i'll	Cruiser	-	4/9/1997
3851	Not to be a contrarian - but no way do they do 500 million top line.	Flan	-	4/9/1997
3850	Here's my 2 cents. House did not get to his position at Intel by luck. He k	don ross	-	4/9/1997
3849	Doug, it seems they are trying to integrate their layer 3 switching with DCHP p	Hiram Walker	-	4/9/1997
3848	The argument seems plausible. Look at ASND's acquisition of CSCC. The rise	Philipc	-	4/9/1997
3847	BAY's full page add in April 7 Computerworld magazine reads: Coming May 5t	l. niedzwiecki	-	4/9/1997
3846	Hi Hiram: I believe Bay will meet/surpass the expectation of the street. Compan	Doug	-	4/9/1997

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