Cascade Communications (CSCC) Message Board

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Technology Stocks : Cascade Communications (CSCC)

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To: davidc who wrote (1953)	1/27/1997 8:30:00 PM
From: Clam Clam	of 3743

davidc, The question is if they were managing quarters, why did they report such a blowout in the June quarter. Qtr/Qtr growth had been in the 20%'s, then came Junes 44% blowout then the last two have been 17% (revenues). Not much managing going on. Sales are just lumpy. RBOC's are notorious for bursty spending patterns. The product transition has left investors to value CSCC more on par with other communications companies rather than the big premium it was getting before. Importantly however, what is causing CSCC's slowdown (frame-relay) is also the reason it can return to glory. CSCC has been selling frame-relay products to the RBOC's so CSCC is a logical option for RBOC's to buy remote access/ATM products from. CSCC is on the "short list" with Cisco, Ascend, Nortel, Newbridge etc... Of course, their new products better have some advantage as the RBOC's are not going to buy anything from them just because they are CSCC.

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