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Technology Stocks : Cascade Communications (CSCC)

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To: Ken Woolverton who wrote (2678)3/5/1997 12:47:00 AM
From: Tera Bit   of 3743
 
Ken, those are excellent points! The desire of Telcos to exert control over vendors vis a vi a multi-vendor approach, appears to be as important as product strengths. IMO, that paradigmn will always exist; however, in the future (when there is real competiton in all facets of the telco sector) decisions will presumably be based on more rational metrics.

I agree, these prices look so good as to be almost obscene. (I must be missing something) Hopefully, we move sideways until early April. If no bombshells are dropped by then, I am going to make an assumption that the quarter is okay (in line) and buy more. Expectations are quite low.

Good luck and chime in more often.
Daniel
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