Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: Doug who wrote (5880)	4/15/1999 1:08:00 PM
From: 4finger	Read Replies (1) of 8358

re: your comment "Market share for CS's hardware has steadily declined. As for Service, I dont think many Fortune 500 Cos are likely to be associated with a confirmed Loser. Their only hope is Govt and Quasi Govt contracts based on the lowest quote." Market share decline in what? 1. Spectrum? WRONG check your facts. 2. Layer 3? WRONG see Dell O'ro nov 98 33% share to CS from 0% pre Yago 3. Shared media hubs? Dog yes, but last quarter showed the shared media product sales are a hair from zero and no longer a material detractor from top line each quarter. This decline in shared media has kept the gains in the fast growing switched category hidden for some time now from those choosing not top dig a little deeper. CS has lots of problems to overcome, but misinformation should not be among them. just my 2 cents

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