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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Jorj X Mckie who wrote (6653)9/1/1999 12:37:00 PM
From: Jon Stept  Read Replies (2) of 8358
 
Jori, re:this is the attraction...

Hi Jori,

I am trying to convince myself to hop into this stock, but I am having trouble. I am definitely itching to get in and the recent network sector consolidation makes it tough to stay on the sidelines.

But, trying to get CS to fit with a suitor is problematic. For example, Nortel has been mentioned as a suitor, however, their Bay and X-Cel acquisitions cover pretty much the entire CS line.

How do you think they would fit with another networker/telephone company?

I cannot find anyone with whom they would fit.

Just my opinion, and research.

Jon :)
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