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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: kech who wrote (2750)1/9/1998 6:26:00 PM
From: Doug  Read Replies (1) of 8358
 
Tom/ ratings. (8 will be remembered by Networkers for its "Switch" wars. This is a very decisive year for CS and Bay to snatch INTL's Customers. INTL has to satisfy both a Layer2 and layer3 Customer. Layer3 products are cheaper faster and adaptable. The early months will decide how the battle is shaping up. If CS can mobilise its Sales and Installation staff for that added drive to win,we may do well. If we dont show results in the next 2Q's, it may be time to "SWITCH".
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