Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: JakeStraw who wrote (7677)	2/24/2000 9:31:00 AM
From: James Calladine	Read Replies (2) of 8358

JAKE: Based on some comment or other you made about CS/Marconi I got into CS. Thank you. You haven't delivered Marconi yet! However, you are forgiven, because I don't remember that you gave me a personal guarantee..... I very much like what I see happening in CS. I feel a management in place that has looked at turning around the company, decided how they are going to do it AND are doing it. I don't think that the management wants to be taken over, and is using their model of "the CMGI of the Communications business", which I think will produce GREAT shareholder value. One could argue much more value than a takeover! There is a constant flow of good news. These people know how to promote themselves! They may also be succesful in creating a worldwide marketing operation that can provide a happy home for some of the products of the IPO spinoffs, to the extent that those companies want to use it. Do they have the capability to build a great marketing and sales operation--or do they have it now? Then, if they are doing it (are they?), outsource manufacturing as much as possible. If it's anything like that, that's a very aggressive model. What do other people see is REALLY happening? Best wishes, Jim

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