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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: polarisnh who wrote (6032)5/6/1999 4:46:00 PM
From: 4finger  Read Replies (2) of 8358
 
Is it just my imagination or is this personal for you?

If you have any details to share re: this and the Reed fiasco etc I'd love to hear them. I was a seller on that news because I just could not come to terms with the "it's no big deal" company line. I liked what I heard strategically from Reed and the next thing you know he was toast. In fact wasn't it just days after he talked about enhancing shareholder value by possibly spinning off Spectrum that he got hooked?

I don't think anyone disputes the fact that they have to get the equipment busines off the canvas, but the fact is that the market had/has still assigned a value of approx $0 (net cash + a fair valuation for Spectrum pretty much accounts for market cap) to this part of the business and I don't think that even the most bearish of folks would argue that it's that bad. How do you value it?
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