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Technology Stocks : Cascade Communications (CSCC)

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To: Heg Heg who wrote (2986)3/19/1997 5:34:00 PM
From: Scott   of 3743
 
FYI..CSCO and COMS have a Multimedia pesentation on Bloomberg (Audio Presentation) ...For those of you who don't have Bloomberg the basic story is Decline in Growth last 2 to 3 months is a Temp Slowdown. Fundamental rate of growth has not changed...Currently slowdown is a pause...Not an indication of a change in the growth story of Networking...

Looks to me like a 6 to 9 month shakeout period..we shouldn't expect a rapid turnaround..and if the market corrects in the meantime..eveyone schould plan on holding these stocks for a while....I'm leaving to Ski in Beaver Creek..I've had enough..I wish all of you luck in the meantime If any one gets to the Hyatt out their leave a message at the desk for me..We can have a Drink ...and exchange war stories
Scott
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