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Technology Stocks : Cascade Communications (CSCC)
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To: Kiriakos Georgiou who wrote (3357)4/2/1997 5:45:00 AM
From: Andreas Helke   of 3743
 
Selling Cascade might be prudent if you don't want to take risks but shorting it is a pretty mad idea IMHO. The CSCC price is coupled to Ascend and I still expect a good quarter and very high growth from Ascend and even Cascade may have high growth. With a little luck we will see a gap up of 10 or 20% after the next earnings report. Both Cascade and Ascend have growth estimates of 50%/per year and compared to the 200 to 300%/year for the last year 50% in the remote access and WAN switch market looks pretty achievable. Cascade announced several quarters ago that growth would not be smooth due to the buying patterns of their important customers. We still don't know if the current CSCC weakness is a result of those buying patterns or if CSCC has real problems. But if the long term earnings growth of CSCC is still intact it is insanly undervalued at current prices and therefore a very risky short candidate.

Andreas
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