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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: WTSherman who wrote (3160)3/9/1998 12:11:00 PM
From: 4finger   of 8358
 
As I mentioned to you before despite the fact that I am an unabashed bull on CS, I am sincerely interested to hear more form the bears. Specifically your reference to holes in CS product line-up. Anything you could share?

I guess the stage is set. The bulls are in, the bears are out and the analysts are saying "Cabletron outlook unclear". I think it was Sir John Templeton who said "one pays a very dear price for clarity about the future". I know you would bet against it, but If Cabletron proves to be anything but the basket case the market currently values it as, there is tremendous upside.

Go CS bulls!
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