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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Thomas George Warner who wrote (2559)12/5/1997 8:42:00 PM
From: WTSherman  Read Replies (2) of 8358
 
TGW, if you have any question in your mind about the long term stock performance of CS versus its competitors just click on charts(at the left) and do a 48 month comparison chart of CS, CSCO, BAY, ASND, NN and COMS. Guess which is the only stock among that group that shows a LOSS over the past four years? While several of them have gains of +600%. Even BAY shows some sort of substantial gain and they have not exactly had a happy run over the past couple of years. Of the major networking companies this is the WORST performing stock of the bunch. A big time shake up is what is needed here and some serious cost controls... If they make the right moves they can turn things around, but, a four year downtrend in the networking business would not inspire much confidence if I was a stockholder. I'm not...thankfully.
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