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Technology Stocks : Cascade Communications (CSCC)
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To: David Rubin who wrote (2127)2/10/1997 8:58:00 PM
From: Ed Frye   of 3743
 
Hi Dave....Re: FORE's "real" P/E. Now if we can spread the word [g].

Re: Your more general point that the market has been irrational toward the whole networking sector lately. It is not irrational *if* the industry growth rate is slowing, as indicated by cscc, csco and 3com. Multiples should contract accordingly. Although FORE (ATM) and ASND's (ISP) earnings growth momentum seem to be intact, investors view them, fairly or unfairly, with less certainty. If/when these companies produce next Q, they may be rewarded then. CS never seems to get its due. It's P/E is about 12.

Is all the air out of this sector? My guess is yes but I've been wrong a lot lately....................ed
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