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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: Greg Strzegowski who wrote (2911)2/8/1998 5:06:00 PM
From: Tiley  Read Replies (1) of 8358
 
Greg, Re: "Analysis of CS's prospects",

Very good analysis Greg. I have a few questions for you.
- You stated that most in the investment community think Don Reed is inept. What's the cause of such an impression? Surely it cannot be anything he's done at Cabletron as he has not been at his post long enough and the actions he's taken appear to be exactly what CS needs.
- CS appears to have greatly strengthened itself in a couple of areas with the acquisition of DEC's networking business and of Yago. What are the areas they still have to address?
- What are CS's offerings in the ATM area and in remote access and how do they compare with the competition?
- Is CS doing anything to address xDSL, VoIP etc?
- How does CS stand in terms of being an end to end equipment provider and is it a requirement to do so to be successful?

Thanks in advance for your thoughts. I obviously think CS is a very attractive stock to own (and significantly undervalued) at present - and am very long,

Best Wishes,
MJ
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