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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: jimbos who wrote (6472)7/8/1999 11:50:00 PM
From: Dan Vellucci  Read Replies (1) of 8358
 
To the CS thread folks: Anyone notice that Kevin Landis' Technology Value Fund initiated a whopper CS position in May? They don't make too many mistakes and when they go big in adding a position it's usually for good reason. They added some NN also, but very little compared to the CS purchase. Of course they may have gotten in when it dipped to the 7 range.
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