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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: The BayWatcher who wrote (2442)12/3/1997 12:42:00 AM
From: Vladimir Zelener  Read Replies (1) of 8358
 
<< IMHO, ASND will join CS in the teens and it will then be time load up on that one too. >>

Do you think ASND is about to miss their earnings estimate ?

Just for the sake of argument: Maxtor stock droped from $20 to $5 and never recovered even though they are still in business, Conner stock droped and could not recover untill SEG bought them out. I believe the reason for their failure was a small delay in the technology race and complete inability to catch up with the leaders. What makes you think CS will be able to catch up??

BTW Maybe BAY's turnaround is the main reason for CS failure?
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