Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Jon Stept who wrote (6678)	9/1/1999 3:34:00 PM
From: ynot	Read Replies (1) of 8358

hello Jon, re CS fit two things come to mind market share market share :) i have not done my usual dd here, but consider this hypothesis market share fights are brutal during unstable market activity discontinuity may be attributed to; general economic slow down new technology changing consumption patterns of customers or customers of customers perhaps reviewing the considerable dd you must have done to date from this point of view will yield something when discontinuities occur, there is a BRUTAL fight for market share and economies of scale combined with market share contribute a tremendous advantage to any competitors but then again, maybe not, but it is my belief, for now regards ynot ;)

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