Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Richard V Davis who wrote (4857)	8/27/1998 10:55:00 PM
From: Michael Hwang	of 8358

So is anybody buying? I am at least some. Bought some CS today at 7 1/2. Spectrum has to be at least worth that. Other issues MTSI - 12ish - Expected to earn at least 1.20 moderate exposure to Asia mostly Japan. Has not missed esitmates by more than a couple of pennies each Q (and exceeded an equal no) EVI - 16. Oil services. Down 50% in last 2 mos. Made 1.81 last yr. Yes I know falling knife. But I still use oil, and there's a helluva lotta SUV's out there. SYMC - Software - Been in free fall last few trding sessions. But very volatile and lots of brokerage support. PLAT - Another software. Avoided recent downturn until an aquisition. But still looking to hav at least a couple of great Qs. ACP - Real Estate (owned by Carl Icahn) Dormant and mostly immune to fall until last few trading days. Book of 18+ (mostly real estate) trading at 9 and change. RN - Tobacco - held up relatively well. Just added to SP500. Still yields 9%. Has Russian exposure, but the cancer sticks are the last to go when in stress. Too many other speculative issues to name Hey look over the long term its ALWAYS EARNINGS and INTEREST RATES. Interest rates are a no contest. Earnings well... I'm wading in and hoping for the best, but I've got no margin and will hold all purchases until signs of recession. Wish everyone well in their investments. Michael Hwang

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