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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Rajiv who wrote (2443)	12/3/1997 12:50:00 AM
From: Vladimir Zelener	Read Replies (1) of 8358

<< Surely you do not use this logic for investing in tech stocks. 5 years is a lot of time. Technology is changing very rapidly and this is especially true in the networking sector>> I wish I was a long term investor in Intel. From 1981 would be nice. When IBM decided to go with Intel 8088 processor and bought 20% of Intel stock. The last 15 years was an era of microprocessors/microcomputers, next 10 to 15 years most likely will be an era of High bandwidth communications. The question though is how to select the "Intel" of communications rather then "AMD" or "Motorola".

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