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Technology Stocks : Cascade Communications (CSCC)
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To: Tera Bit who wrote (1830)1/24/1997 8:14:00 PM
From: Thomas C. White   of 3743
 
Yeah, glad I did not throw over my international sales job to become a standup comedian. Been thinking about it more today though.

Patience, compatriot. For the moment CSCC is like a wart-covered frog waiting for a kiss to turn into a princess. No, there were no surprises for me, I wish I had time to go over the financials to see what depressed net income growth % a little bit vs. revenue growth. It's really plain that frame will increasingly be buried in ATM backbone as just one more trunk i/f. Actually this is the reason that CSCC and STRM are taking most of the upcoming ATM market as they were smart enough to put the frame service interface into ATM fabric. As far as I could see their rev growth was standout and all I care about in the long run in a play like this at this time in its growth history is revenue growth and maintenance of gross margins. The rest of it I would just ignore.

I'm leaving for Asia, will be gone next week and back week after. Hold out against the growly CSCC bears in the meantime -- Good Hunting. I'm actually hoping for tech selloff next week so I can get some bargains. Looking to pick up maybe some AFCI, TLAB if it goes back in 30's, maybe even nibble at PRMS which is maybe getting oversold.
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