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Technology Stocks : Cascade Communications (CSCC)
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To: Thomas C. White who wrote (1825)1/24/1997 8:04:00 PM
From: Tera Bit   of 3743
 
Was there anything said in that conference call that surprised you? (save DSO) I am amazed that analysts were caught so off guard on the decelerating growth of the FR market. Every market research firm worth its salt knew that was happening. The fact that CSCC went from ~15% share to 30% share and held margins at 65% is more than respectable. Moreover, it is says more about how their products are viewed in the marketplace than anyone here can.

I really liked the vast majority of what I heard yesterday. The ATM saplings they planted are, IMO of the Sequoia variety as you know. I guess the next 2-6 months could be a rough ride though... glad I did not quit the day job :- )

Thanks for the thoughtful posts. Keep em' coming.

Cheerios,
Daniel
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