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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: Bryan who wrote (66480)10/19/1999 3:09:00 PM
From: Tim Luke  Read Replies (1) | Respond to of 90042
 
concur



To: Bryan who wrote (66480)10/19/1999 3:10:00 PM
From: JakeStraw  Read Replies (1) | Respond to of 90042
 
>>?I'll be buying when everyone else pukes

Spoken like a true contrarion!!



To: Bryan who wrote (66480)10/19/1999 5:51:00 PM
From: charlie mcgeehan  Read Replies (1) | Respond to of 90042
 
<<<why do you care about the day-to-day price fluctuations>>>
Bryan i know why you are asking this question "because of the nervous holders". for me i would love nothing more than seeing cs at 11-12 for a day or two. i would load the boat.



To: Bryan who wrote (66480)10/19/1999 5:56:00 PM
From: charlie mcgeehan  Respond to of 90042
 
To: QuietWon (66399 )
From: Rileydog1
Tuesday, Oct 19 1999 9:41AM ET
Reply # of 66533

Still holding CS...the following article mentions other networkers that could be ripe for
takeover too...maybe CS is not the only one left....any thoughts...??
Networking newcomers leave old-timers in the dust
By Ben Heskett and Wylie Wong
Staff Writers, CNET News.com
October 19, 1999, 4:00 a.m. PT
Cabletron Systems chief executive Piyush Patel can only look at the valuations of upstart
networking competitors Extreme Networks, Foundry Networks, and Alteon
WebSystems and shake his head.

Cabletron is celebrating its tenth year as a publicly traded company in one of the hottest
portions of the technology market: Net-based networking equipment. Yet the
newcomers are reaping the spoils of a stock market obsessed with everything Internet.

More fuel will be added to the fire this week. Extreme is expected to announce the
results of a prosperous quarter tomorrow, while high-end start-up Sycamore Networks
is scheduled to go public soon.

Thus Cabletron is surprisingly left with a market capitalization nearly half the size of
Extreme's, which went public in April, and a third of the size of Foundry, which went
public last month.

Quote Snapshot

EXTR 81.75 -5.50

FDRY 140.75 +9.56

ATON 84.00 +2.38

JNPR 228.75 +12.12

CS 15.62 -0.88

COMS 27.94 -2.06

NN 21.19 -0.44
someone posted this this am. i agree that cs market cap is lower than extreme etc. perhaps a good reason it will be the first to go. jmo