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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: WTSherman who wrote (3179)3/13/1998 5:35:00 AM
From: Johnny Canuck   of 8358
 
Hi GWM,

Don't stop posting. I think every thread needs a few bears. It
keeps everyone honest about the fundamentals of the
company. I know it can get unpleasant at times, but I think
it is important to understand the reasoning of the bears
as well as the bulls.

There is a fairly balanced article in the February issue of
Telecommunications about Don Reed and CS and its attempt
to get into the telecommunications side of the business.
It does a pretty good job of describing Reed's strengths
and weaknesses as well those of CS.

It looks like he has a pretty aggressive game plan. It is too early
to say if he can execute it though.

Regards

Harry
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