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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: polarisnh who wrote (2484)	12/3/1997 5:49:00 PM
From: Vladimir Zelener	Read Replies (1) of 8358

<< Does Cisco, 3Com, or Bay make switching products any better than Cabletron? Hell no! Does Cisco have better support than Cabletron? I don't think so! The difference is perception. >> Steven, here are some numbers, which are facts and not perception. CS: 02/28/97 05/31/97 08/31/97 11/30/97 Revenue 380 362 371 exp. 335 Increm/Decrem - 18 = - 4% +9 = + 2.8% -26 = - 7% CISCO: Revenue : 1,642 1,765 1,869 exp. 2,0000 Increm/Decrem + 123 = + 8% +104 = + 7% +130 = + 7% Cisco maintained revenue grouth thruout the year 7 to 8% each Q for the total of 30% this year. In the case of CS revenue droped from the 02/28/97 (380) number by more then 10%. The revenue picture was erratic and disturbing thru the whole year. Do you know if it was due to the product line transition or the cos just lost the competitive edge?

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