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Technology Stocks : Cabletron Systems (CS: NYSE)
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To: polarisnh who wrote (6077)5/19/1999 8:10:00 AM
From: polarisnh  Read Replies (1) of 8358
 
Maybe Craig is finally coming out of his world of denial and realizing that he is getting his a** kicked by Cisco, Lucent, 3Com, Nortel, and the rest. If Craig wants to salvage anything for his millions of shares then he is going to have to sell this company to one of the telecom companies. Does anybody want to guess as to which telecom player would benefit the most from acquiring Cabletron and hurt Cisco the hardest? I personally think that if Lucent was to acquire Cabletron with it's industry-leading Spectrum Enterprise Management software and Yago's SmartSwitch Router platform that Cisco would have some chills run down its spine. Roll these products into Lucent with the newly acquired Ascend and now Cisco cannot afford to neglect one area of its market.

Cheers,

Steve
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