Cabletron Systems (CS: NYSE) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cabletron Systems (CS: NYSE)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: FNS who wrote (5295)	11/20/1998 12:59:00 AM
From: Alfonse Rossi	Read Replies (2) of 8358

I still see 16 by month end . I base that on a number of things, but mostly block buy demand..As I said before there is real heavy wood being bounced off this guy now. It was not there months ago. people do not invest $550K + for 1/2 to 1 dollar upsides...too much risk. The only short term management risk is this qtr. if we get thru the first week of dec without being cautioned then, I agree with the estimates u provide. If they screw up the qtr because they have not learned to forecast yet ( a real possibility based on the talent I have seen there), then it is time to look short. I really do not have much interest in this thing for the long term, unless they get control of their business. That will be evident with the Q3 annoucement. I hate short plays for painful reasons. I would really like to see these guys pull it off. I am watching with interest on many levels. Alphonse

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next