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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Doug who wrote (4085)	6/22/1998 5:46:00 PM
From: Jonathan C. Williams	Read Replies (5) of 8358

The conference call went well. Channel reveunes 35% of sales. International sales approx. 50% of revenue. GM should trend up to high 40s over the next couple/few quarters. Craig wants to grow revenue. Revenue contributed from YAGO "very, very substaintial". Strong quarter in Asia and Europe (Europe 75% and Asia 25% of international sales). SG&A and R&D to remain flat to down on an absolute basis (very good - SG&A 26% of sales (CISCO is (I think) 23% of sales)). GM to trend up to high 40s rather quickly. GM effected this quarter by product obsolescense and Fx (either not to be repeated). I think the stock will start to trend higher during the quarter (as long a guidance from the company indicated the quater is tracking ok). The statement regarding GM is very positive. Very positive is that inventories are down by $40 million (That will significantly help GM in the future because the company is placing inventory product that was more efficiently manufctured at lower compenent cost - Very positive) Many manufacturing improvements realized during the quarter. Any other comments? Regards.

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