Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Doug who wrote (4196)	6/25/1998 2:24:00 PM
From: Harold S.	Read Replies (2) of 8358

One of the few intelligent posts from the yahoo Board!! " The reason for picking up NV is ultimately what everyone who owns stock or has options cares about and that is raising shareholder value. From the Dell'Oro group (and if you don't know who that is the rest will be lost on you) the market for hardware classified as 'workgroup or desktop' 10/100base-t products worldwide is greater than 55% of the ethernet sales opportunity in 1998 and through the year 2002. Additionally, it is also estimated that fully 33% of all established or legacy networks in the world today will be refitting their networks over the next 2 years. That said, Cabletron's acquisition of a wire speed desktop product, built to 'standards' and feature rich that is low cost and capable of being further cost reduced to hold margins and coupled with the best price/performance router in the space from the Yago business group makes extraordinary sense. Cabletron can take two world class price and performance products, hold margin and drive sales to both their traditional customer and to channels worldwide. Cabletron will have to break some long held perceptions and truths about the company, however they have the products to do so. Ariel and Flowpoint thrust into a new market space for Cabletron and expect sales to take a quarter or so to begin to ramp and then remark. No doubt about it, this is a rebuild strategy and it will take 12 months to fully see the fruits of your investment. Expect to see more acquisitions. If you want quick returns or a takeover of Cabletron that is just not in the offing. Rather than carp, choose another stock and board and let the folks more knowing of the technology space and who own stock exchange information and views. "

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