Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Thomas George Warner who wrote (2559)	12/5/1997 9:36:00 AM
From: WTSherman	Read Replies (2) of 8358

TGW, my post was about two things...first, CS is behind the curve in terms of its product mix(that's not my opinion, its an industry consensus), secondly, they have become very fat and happy and believed that they could keep business flowing by spending endless amounts of money on "buying" their customers(but, not delivering the products that the market wanted). As regards my stock analysis....if I read my charts correctly the stock today is lower than it was 4 YEARS ago...that not very impressive in a market segment that has grown almost 200% in that period. So, now tell me again why its not fair to say this company is in trouble? The stock price today is a reflection of what the market thinks the future prospects of CS are like...obviously, there are lots of people that are not as sanguine about the future for CS as you are.

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