JANUARY 1997/BEST OPTION PURCHASE Message Board

STOCKTALK

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Strategies & Market Trends : JANUARY 1997/BEST OPTION PURCHASE

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To: wiley murray who wrote (9)	12/21/1996 3:37:00 AM
From: Larry Abrams	of 84

CS (Cabletron) Jan 40 Puts...earnings announced Monday 12/23 buy monday morning....sell Wednesday.. CS always hits the street number +.01 to .02 street estimates .46 and CS will hit it...but just barely CS is famous for "backlog management"--pushing just enough product out the door the last two weeks of the quarter to meet the numbers. Sales growth is still good...but operating expenses are accelerating due to recent acquisitions of ZeitNet, Net Express and NetLink.. Acquisitions are a new game for CS. CSCO can get away with absorbing the operating expenses of acquisitions because its revenue growth is explosive...but I don't think that CS can do the same.

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