Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Paul Haynes who wrote (5397)	12/3/1998 9:47:00 AM
From: Spartex	Read Replies (1) of 8358

Paul, <<I think the long investors need some signs that a long-term vision of margin growth or market penetration with a diversfied product line or both is firmly in place in the company. >> Exactly my feelings too! CS looks like NOVL did back in early 1997, a ship without a captain and helm. However, NOVL was fortunate to get Eric Schmidt and still has core products and engineering niche to survive under strong leadership. CS on the other hand looks very vulnerable with companies such as NN, CSCO, COMS and others (old BAY) tearing into their hide. Not sure where they are going. A somber day for those long on CS.........9 3/4...... Regards, QuadK

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