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Technology Stocks : Is there a competitor out there for Cisco?
CSCO 72.93+2.2%3:59 PM EDT

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To: Anthony Effinger who wrote ()11/16/1996 10:57:00 PM
From: James Tibus Wells   of 29
 
Hey Anthony,

Are you serious? Look at Cabletron!!!!! Have you done your homework on why
Cisco has such high mkt cap............Cisco has bought 12, YES 12
companies over the last 3 years. They have bought market share in markets they
were never in a couple of years back. They are a router company, period!!!
Take away all the revenue streams they have purchased and they are not that
impressive....word on the street is that they are having a very difficult time
supporting all those customers, and routers are notoriously hard to configure and
maintain, remember that AOL crash? Cabletron is a company out of New Hampshire w/ a majority
of homegrown technology. They have been in the biz since '83 and
just made their first aquisition last year. They bought some technology
that was very complimentary, as opposed to the Cisco aquisitions that
have overlapped in product offerings causing them to have to dump whole product
lines. If you seriously haven't heard of Ctron ( CS ) check them out.
Nice and steady 30- 35% gains, w/ good long term vision. They are
knownn to bend over backwards for their customers.
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