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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: Kiriakos Georgiou who wrote (2889)1/31/1998 12:04:00 PM
From: polarisnh  Read Replies (1) of 8358
 
You misunderstand what I am saying. Of course, Cabletron has made it to this point. They are still a great company! I just feel that the time is coming very soon when there is going to be a lot fewer companies in this industry. I feel that Cisco, Lucent, Nortel, IBM, CPQ, TXN and a few others are starting to stake out the turf and I expect that for a company like Cabletron to survive it must become affiliated with a large telephony equipment supplier like Nortel and Lucent.

I am a big supporter of Cabletron and I want nothing less then future success for them, but I just feel that this might require a merger with a Nortel or Lucent with Nortel my pick due to the existing relationship with them already.

IMHO,

Steve
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