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Technology Stocks : Cascade Communications (CSCC)
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To: Tera Bit who wrote (1757)1/23/1997 9:30:00 PM
From: invest2gain   of 3743
 
Tx Daniel for sharing your notes with us. I missed the call, kind of stuck
in traffic.

I have reiterated previously on this thread some of the key points mentioned
in the CSCC's conference call. I agree with most except the OC48 interface.
From what I know about the product, the OC48 is about a year away. Plus
the market for such interfaces is very samll.

I will continue to buy for the long term. I won't be surprised if most
of the ISP and IXC's ATM traffic will flow through the C9k, AND c500 VERY
soon. As for some of the people on this thread waiting for the stock
to go down to 30 or 40, it's going to be a long wait, but if it does,
I'll be ready to take an equity loan on my house and plunge into this one
with call option. This way, I'll probably can retire 25 years ahead of
my time.
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