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Technology Stocks : Cascade Communications (CSCC)

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To: steve harris who wrote (2634)3/1/1997 9:42:00 PM
From: Immi   of 3743
 
Steve,
Thanks for your reply. The two messages I reffered to in my
post was basically the message Daniel Smith gave & another message
which differed was the CFO (Boldin or something).

Well, I am averaging into CSCC because the fundamentals are
great. In fact I am convinced that 2/3 years from know, this would
have been the right time to buy. I am long on CSCC as well as COMS
and BAY. Guess what. I am in the "red" with all three. Now, I am
averaging quite a lot into CSCC.

It is a no-brainer that CSCC's sales will be leveraged by
IBM's sales force (just see the recent sales in China/Japan), and
IMHO I think this selling is overdone. Well it is the tough who go
shopping now. Cheers Immi
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