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Strategies & Market Trends : Rande Is . . . HOME

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To: Daniel Mack who wrote (11475)	9/1/1999 1:07:00 PM
From: Rande Is	Read Replies (2) of 57584

CS - Cabletron Systems. . . we put this into our long port in December . . .I think under 10 bucks. . . .in April and May it doubled from 7.50 to 15 / share. Then it consolidated around 13 for the next two months. . . then two weeks ago it started its climb from 13 to 17.50. . . it is at 17 here and still looking good. Remember they are a competitor to CSCO. And at some shows, the Cabletron routers are voted BETTER than CSCO. That does not mean they will see the same market cap. . . but it seems to be taking them out of the doldrums. . . and makes them a very interesting play. . .to see how high they COULD go. Any thoughts on CS would be appreciated. Rande Is

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