Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Zardoz who wrote (2508)	12/4/1997 9:04:00 AM
From: John Ritter	Read Replies (1) of 8358

Hutch, Yes, their product line is the key issue here at these levels. The company is under new leadership and has taken a big earnings hit. We want to assume the new leadership will allow CS to reposition themselves and roll out some new products to recover their market postion. If anyone has comments regarding this issue I'm sure the thread here would appreciate the information. Hutch, No one makes a quick bundle on recovery situations like CS. The value here is a reasonable probability that further downside risk is less now that the 'hit' has driven the stock to critical levels. CS is at a critical transistion and represents the kind of companies that frequently do have the talent, guts, and expertise to not only recover, but evolve into a leadership role. We need to believe these guys will do everything they can to turn this situation around. John

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