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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: ChinuSFO who wrote (5085)9/22/1998 9:15:00 AM
From: RDH  Read Replies (2) of 8358
 
Four concerns:

1. The acquisition -- this will have a small negative impact on the stock price.

2. The smaller profit margin.

3. The increase in AR -- not a very good sign at all.

4. Estimates beat by only 1 cents. I think many speculators were expecting more. Maybe not. But I think many will sell in the morning and it may be pretty dismal until next quarter.

- RDH.
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