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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: WTSherman who wrote (3157)	3/8/1998 1:38:00 PM
From: 4-UR-Eyes-Only	Read Replies (1) of 8358

<<...CPQ is going to be totally absorbed with the DEC acquisition for the next 12-24 months. I can't imagine that they they would even consider another acq/merger, no less one that's in a market as removed from their mainstream as CS's is. The DEC acquisition is the largest ever attempted in the computer industry, its going to take all of CPQ's management talent to have a chance of making this payback for shareholders and there are lots and lots of sceptics who think that it won't pay back.....>> CPQ is very good at handling mergers. I guess it will complete the DEC integration in less than 10 months. But I believe CPQ will not buy another hardware company. It will focus on computer service companies because of higher margins. Hardware business is getting too competitive to make good margin in the future. IMO, CS will be in limbo for the next few quarters and eventually bought out by another company at a price range of $22-$25. This is just my $0.02.

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