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Technology Stocks : Cascade Communications (CSCC)
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To: kvogel who wrote (3039)3/20/1997 10:16:00 PM
From: john g. bartelt   of 3743
 
To all Cascade Investors:

I have been adding to my position as the stock falls. I have watched news on this company very close. If you compare Cascade with CSCO and 3Com, Cascade has been reporting growth over-seas. They announced deals with China, Japan, a client in South Africa, and two internet providers in the States. Voyager was one of them. Voyager is growing here in the mid-west.

I own CSCO as well. This melt down is due to our friend Greenspan and profit taking. Over the long run CSCO and CSCC are the stocks to own.
The U.S. is not the only internet society. Huge growth will be in Japan, China, and Europe. So many people only think of the United States.

Look at Intel. They continue to grow because they are strong over-seas. If you look at Cascade, they seem to be working the over-seas markets with major deals. Remember last May when Intel was on on the shit list? Over-seas growth made the EPS growth possible.

I believe Cascade will make earnings. I think their products are gaining momentem with regards to 3COM. For this reason, they are landing over-seas customers in huge sectors. The fact that Cascade landed China is huge!!!! It is very difficult to work with China.
CASCADE and CISCO WILL MAKE US MONEY!. Add to your positions.

I would welcome comments / thoughts.
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