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Technology Stocks : Cabletron Systems (CS: NYSE) -- Ignore unavailable to you. Want to Upgrade?

To: Jon Stept who wrote (6678)	9/1/1999 1:30:00 PM
From: Jorj X Mckie	Respond to of 8358

Hi Jon, GEC as has been discussed on this thread would also make sense when you look at the FORE acquisition. Today's volume and price action has diverged from the norm of the past couple of days. Big volume spike on the price jump. Maybe we will get a little pullback from here, if it breaks out above $17 after that, I will load up on more call contracts. JXM (BTW: it is Jorj not Jori, but don't worry, it isn't my real name anyway)

To: Jon Stept who wrote (6678)	9/1/1999 2:17:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 8358

Inital Siemens reseach.... and I could not find any hubs, interface cards, routers, data switches or net mgmt. products. Under their LAN products, their is hardly anything. GEC same, but it is really hard to search their site because it just contains contact and no prouct information. From a glance at Siemens and GEC, these are huge companies that represent an incredible range of industries, unlike here where there is way more segmentation and competition. Maybe I missed something, but these companies don't appear to have any significant LAN/WAN proucts. I am not sure that is their industry, although Siemens did have a LAN and WAN category. Maybe a company more focused, like a phone company would make sense. Just my opinion and research. Jon :)

To: Jon Stept who wrote (6678)	9/1/1999 3:34:00 PM
From: ynot	Read Replies (1) \| Respond to of 8358

hello Jon, re CS fit two things come to mind market share market share :) i have not done my usual dd here, but consider this hypothesis market share fights are brutal during unstable market activity discontinuity may be attributed to; general economic slow down new technology changing consumption patterns of customers or customers of customers perhaps reviewing the considerable dd you must have done to date from this point of view will yield something when discontinuities occur, there is a BRUTAL fight for market share and economies of scale combined with market share contribute a tremendous advantage to any competitors but then again, maybe not, but it is my belief, for now regards ynot ;)