Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: B.G. Galbraith who wrote (3314)	4/2/1998 5:11:00 AM
From: B.G. Galbraith	Read Replies (1) of 8358

They say sex is the most fun you can have without laughing. I guess hi-tech investing is the most fun you can have without crying. "Play" means that I set aside a separate portfolio (and broker) for my hi-tech investing, using a much more aggressive approach than is the norm for me. "Play" also means that I really don't quite know what I'm doing in this field except having an interesting experience. When I looked at networking stocks in early 97, CS looked like the only one to be had at a reasonable PE and a track record of making money. At the time I was unaware of the "Bob and Craig" corporate culture and CS' poor track record with their employees,vendors and business associates. Later, I sort of ignored this information. Tsk!Tsk! Then when the price crashed, and Reed was hired, I jumped in a little deeper and bought some more. Oh, lonesome me! BG

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