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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: George Bielski who wrote (5097)9/22/1998 10:40:00 PM
From: Pruguy  Read Replies (1) of 8358
 
the analyst I believe was referring to the lack of conviction CB gave regarding the 1bb that cpq is commited to over the next three years. he said that this qtr only had 2 of the 3 months when the contract was ion effect and he wouldn't give any indication what type of orders they had given, though it sounded as if they were negligable. He also said the dec folks and the cpq folks were consummed with their acquistion and couldn't stay focused on CS long enough for them to get their attention. while they have the 1bb contract, I think the dlj analyst isn't willing to bank on thosae revenues. Definitey not a likelihood of much upside to those numbers......all this commentary is my take on the conference call as it relates to the dlj notes.
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