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

To: KM who wrote (6700)	9/1/1999 9:24:00 PM
From: Tim Luke	Read Replies (1) \| Respond to of 8358

so why is the street . joke so hell bent on putting a negative spin on cabletron being acquired? james j cramer your true colors show...having all your lackeys do your dirty work....IN MY OPINION you used to be worth following...now all i can do is laugh at you. ps..i know you read this site so why don't you crawl out from under your rock and show your face here like you used to....

To: KM who wrote (6700)	9/2/1999 1:48:00 AM
From: Jon Stept	Read Replies (2) \| Respond to of 8358

KM, re:Truth Serum... Hi KM, Thanx for the article. But who cares about the truth. We want facts that lead to valid conclusions. And Mr. Ahuja does not provide that. Unfortunately, Mr. Ahuja errs using the all common logical error of fallacy- arguing from false premises. The premise- all takeovers that are preceded by a runup in price are only taken out for a small premium. I remember Fore had a nice runup before taken out for a really juicy premium. Next time Mr. Ahuja wants to give us some truth serum, I hope he gets it straight and relays a message from the Dali Lama or Jesus Christ or Martin Luther King or Moses. Just my opinion. Jon :)

To: KM who wrote (6700)	9/2/1999 9:30:00 AM
From: Sridhar Srinivasan	Read Replies (1) \| Respond to of 8358

Re: Cramer and truth Serum Somewhere in all this discussion, I think we are losing all sense of investing objectivity. Clearly, Cramer (who is nothing beyond a day trader) has a problem with Cabletron going up. To argue that the current rise in CS stems completely from arbitrary rumors floating around on web sites, not very different from street.com (while cramer and his cronies are often entertaining, there is little or no investment wisdom or value to their often unsubstantiated tirades) ignores the reality of shifting fundamentals for Cabletron: 1. The company is clearly on the rebound, with focused, competent management and a product portfolio that can compete head to head with anything the industry, including Cisco, can throw at them 2. Just with SmartSwitch (30 percent market share in Layer 3 and growing) and Spectrum, the company has two compelling product streams worth more than the current valuation offered by market for CS. 3. CS has garnered a bevy of industry awards, and their technical excellence (always their strength) has been reinforced by a marketing and management focus that can only lead them higher. 4. Add the fact that they are in a market segment with potential for explosive growth and you can see the current rise comes not because a few daytrading fools (who contribute more to chaos in the markets than help in sustaining a liquid marketplace) have been paying attention but because smart money has seen compelling value. The fact that truth serum could only summon some fringe element fund manager (whoever heard of ahuja or icor!) to comment on CS is indicative of both their desperation as well as lack of a substantive basis to promote their view points. Ahuja's comments, which highlight a complete ignorance of the current revolution in networking/communications, is a reflection of the kind of people that are willing to be seen in tandem with cramer & co. Best Regards, Sridhar