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

To: Jon Stept who wrote (6682)	9/1/1999 2:48:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 8358

Initial Ericsson research... shows they are closer to what Nortel is doing. Ericsson is does not have the range of the other European companies and has just a small focus on Defence (British spelling, I think). Ericsson did have switches and routers, both core and edge, but their products revolve around voice primarily, and data secondarily. They are pushing IP over voice, and their products reflect this. I did not find any hubs or cards. Looking back at the previous acquisitions in this area...GEC got Fore which makes sense because Fore products complimented GEC's products in the inner and outer core. Northern Telecom took Bay because they had hardly any LAN exposure and edge core exposure for data. Ericsson has already addressed internally or through acquisition what Nortel faced years ago. Ericcson's strategy did not get them the range of products that Bay brought to Nortel, but it appears adequate. If it is not adequate, that would be the reason for them to look at CS. Just my opinion and research. Jon :)