Cabletron Systems (CS: NYSE) Message Board

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Technology Stocks : Cabletron Systems (CS: NYSE)

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To: majaman1978 who wrote (6121)	5/21/1999 1:08:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) of 8358

Data Networking company normally can fetch 4 times the revenue. So CS should be able to get 4B valuation, go figure what is the per share price. I am high on CS for (1)Few companies left to be taken over. CS is definitely attractive to LU, it is in LU's backyard, it has what LU wants. (2) CS has good products in its SSR line, in many ways, the best among the "old" big 4. But it lacks the port density and performance for ISP/carrier market, good enough for enterprise market. It will have strong products coming out between June and August to address these issues. It can definitely crack into ISP market with CS's aggressive price. (3)CS management is open for being acquired. This is a seller's market, the sticky issue is PRICE.

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