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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: stan s. who wrote (59935)	9/15/1999 1:36:00 PM
From: R.E.B.	Read Replies (1) \| Respond to of 90042

From Bloomberg; re: CS CSFB'S PAUL J. WEINSTEIN,SUMMARY OF CS excerpt from Bloomberg: Earnings due 3rd week of Sept. with a bit of upside. CS's Flowpoint subsidiary announced enhanced DSL routers w/differentiating features such as integrated firewall protection and VPN services. The platform is compatible with DSLAM equipment that is based on Alcatel silicon. While DSL is small (less than 5% of sales) piece of CS, they have done a good job carving out a niche at the high-end which should help sales of routing switches to DSL providers. Earnings are due out Sept. ($0.06 vs $0.04). We believe our 355mm revenue and $0.06 EPS estimate could be modestly conservative given the strong reception of the Smart Switch product line, the acceleration in the xDSL space and good business through the DEC channel. While the stock still has a bit of takeover premium in it, we believe fundamentals are improving. end ------------------------------ The whisper number is 7 cents per share. Let's hope for something north of 10 cents....