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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: WTSherman who wrote (2562)12/5/1997 9:53:00 AM
From: John Ritter  Read Replies (3) of 8358
 
How could CS management be 'fat and happy' if the market grew by 200% while they remained flat. They must have noticed and put some internal programs in motion. My concern is that they engage in massive resructuring and writedowns, my HOPE is that their purchase and integration of external technologies will have a positive impact on the bottom line in a few quarters. Their competitors ahve all bought other weaker companies and are having digestion problems.

Go CS..
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