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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Alfonse Rossi who wrote (5003)9/17/1998 1:31:00 PM
From: starpopper  Read Replies (3) of 8358
 
I'm betting on CPQ doing the deal north of $25 BEFORE LU gets a shot! If not, come mid October we should be trading close to $20 on speculation alone, and any buyout will take place north of $30! I also see the possibility of CS doing a buyout themselves over the next month or so...MRVC at these levels would be awfully nice!!!

Don't forget about INTC and CSCO...they are VERY capable of stepping up to the plate on SHORT notice! In the meantime, CS and crew continue to ship superior product, announce more and more agreements, cut costs across the board, and aggressively GROW THE BUSINESS! Regardless of any buyout scenarios, CS is positioning itself to deserve a price over $20 based on accomplishments, earnings growth, and intrinsic value growth!

BULLISH all the way around!

$tar.

ps. I'm hearing rumors of a BLOWOUT QUARTER!!!
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