Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: malcolmsutherland who wrote (7058)	10/31/1999 9:54:00 PM
From: Jay Lowe	Read Replies (1) of 8358

This week = < 2% Next 30 days = < 10% Next 60 days = < 20% Next 180 days = < 40% Next 360+ days = < 60% One has to allow some chance that CS will never be angeled ... given their rate of obsolesence, attitude, culture, etc, any global merging event is far from automatic ... and may in fact never occur. CS may well fade away or go through a diaspora ... spinning off it's strong units ... selling it's weaker ones, etc. I see the maxima around 360 days ... past that, they become even more market irrelevant unless they add forward-looking value ... such a fiber gear ... or moving their network management toward web meta-management ... caching and QoS admin, etc.

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