SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cabletron Systems (CS: NYSE)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul To who wrote (3133)3/3/1998 12:44:00 PM
From: WTSherman  Read Replies (3) of 8358
 
Paul, to be honest I've never had any kind of position in CS(short or long) and don't anticipate getting one. I do hold quite a few of the company's competitors and see them and CS in action with customers I consult for. I don't like the company's product line-up and think that the shakeout that's under way in this area could easily leave them behind the curve. If you chart CS, CSCO, ASND, BAY, COMS, NN and LU for any period you like over the past 5 years, you'll see they(CS) have NEVER delivered value to shareholders and virtually everyone else has....

Here's a few samples of 5 year stock appreciations..

ASND +1736%
CSCO +775%
COMS +301%
LU +206%(2 years)
BAY +129%
NN +65%
CS -23%

You can plot this over virtually any period you like and the numbers almost always come out the same. Think about it, over the period of the most unbelievable explosion in communications & networking in the history of computing, CS has a negative return to investors of 23% over 5 YEARS!!! Anyone who thinks this is just a fluke isn't facing the historical record of a company that has consistently failed to deliver value to its shareholders. While others have gotten stronger CS has gotten weaker, now the real dogfight is about to begin as the rate of expansion in the market begins to slow down. Big dawgs gonna eat the little dawgs fo' lunch!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News