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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: WTSherman who wrote (3148)3/6/1998 3:13:00 AM
From: Daniel Goncharoff  Read Replies (1) of 8358
 
There's no arguing the facts, but room for interpretation about the analysis.

As you point out, BAY is the stock that follows most closely CS's movement, albeit 6 months early. If new management gets the confidence of the investment community that the company is back on track, a 50% move (say, over 20) would be easily achieved.

That said, this is a competitive business, and I am getting the feeling that the industry cannot support all the stock prices -- someone has to give. CSCO is a candidate, although ASND, COMS and BAY are always potential bear meat. Assuming CS is not going out of business, the downside looks limited.

JMHO

DanG
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