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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Larry J. who wrote (4382)7/12/1998 12:03:00 PM
From: Harold S.   of 8358
 
Yes, it is flowpoint and Ariel that get CS into this space. No, they are not strong in these area NOW, but expect some product announcements soon that may be interesting. Benson clearly implied he want customers of the future to buy the whole end to end solution...right down to the modem. No one will argue where CS is right now..we all know it is in the basement...but once you are a fundamentally sound company and in the basement, there is only one place to go from there...up.
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