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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Mavrick who wrote (7231)	12/10/1999 12:57:00 PM
From: zrm	Read Replies (2) of 8358

I can?t disclose my source but he has been right 4/7 times in the past, here is the history: Cabletron pre-announcement (Dec-97) a day before it happened. He was right. Yago acquisition a week before it happened. He was right. Cabletron acquisition (Summer of 98). He was wrong. Good Quarter earnings (Sep-98). He was wrong. Cabletron acquisition (Spring of 99). He was wrong. Manufacturing deal with Celestica, plus deal falling apart after Patel took control. He was right. Flowpoint deal. He was right. Manufacturing sale (again) to flextronics/?????. No news so far. Cabletron acquisition imminent?? No news so far.

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