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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: imugwump who wrote (85851)	1/8/2000 6:19:00 PM
From: kfdkfd	Read Replies (2) of 90042

CS from Firsthand Funds, I have to remind myself every once an awhile why I have CS Cabletron Systems Inc. (CS) is a leading supplier of Local Area Network (LAN) switches. It is one of the few remaining independent data networking equipment companies. Most others have been acquired by one of the bigger, highly integrated networking companies such as Cisco, Nortel, and Lucent. Most recently, FORE systems was acquired by Britain's GEC. We believe that this market will continue to be a high-growth area and that Cabletron is a likely acquisition target of one of the old-line telecommunications companies (e.g. Siemens, Ericsson, Alcatel) that have not yet built a significant presence in data networking equipment. Even without a buyout, we believe that Cabletron is an excellent value stock at this point, based on the growth we foresee in this market.

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