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Technology Stocks : Cascade Communications (CSCC)

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To: MoonBrother who wrote (2301)2/21/1997 12:48:00 PM
From: Thomas C. White   of 3743
 
Thanks for good info. Right now CSCC stock price looks uglier than any monkey I've ever seen, there is really no call for it.

My experience with NN is that sometimes they tend to overstate their position. I would be interested in anybody's comments on recent NN wins. I don't think the Siemens deal will get them anything to speak of -- Siemens platform is not homologated into major LECs; these guys tend to buy what they know (AT&T/NT) and it will take a long time before Siemens gets any biz there, if any. The whole ATM market is "overlay" for a long time to come. This is CSCC/STRM territory.
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