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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: Peter Yang who wrote (4199)6/25/1998 5:01:00 PM
From: Michael Hart  Read Replies (1) of 8358
 
<CB said CS would solve the problem by internal development>

I am sure (very sure) that this area has been a large focus of internal development. The acquisition of NETVA represents to me a failure of internal development to create the correct 10/100 products and is a disapointment as we are talking a large chunk of dollars that could have gone to other areas of development. I do not believe that there was a scheme to wait for a cheaper company to acquire as this area is and always was much to critical to wait for.

However I am glad that the management team was able to recognize the need and fill it even though it must have upset some of the internal development teams.

Thnx
Mike

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