Cascade Communications (CSCC) Message Board

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Technology Stocks : Cascade Communications (CSCC)

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To: AL TOTH who wrote (2580)	2/27/1997 5:21:00 PM
From: Glenn D. Rudolph	of 3743

"I heard the comment this morning that CSCO and the 6 dwarfs is no longer!! I think that sums it up. Having two giants will create new dynamics between the networking companies including more mergers. Its amazing how WS is initially pricing this. Some analysts say its good,some say it isnt. This is a no-brainer-- I bought all the coms I could this morning to add to my portfolio(already own alot of COMS and USRX)" Al, The market surprised me with their reaction to the network industry in general today. It appears the consensus is networking growth is slowing. The market voted on this by the move in the shares of all the networking stocks. The NWX was literally slaughtered. I value your opinion and wonder if you could explain why the market reacted in the fashion it did. Are there reasons for this huge selloff that is not a perception of a slowing networking industry? Any thoughts would be of interest. Glenn

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