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


To: polarisnh who wrote (7137)11/10/1999 4:01:00 PM
From: KLH  Read Replies (1) | Respond to of 8358
 
On another subject, It looks like the 18 months has come and gone on the Yago deal's price target of 35 per share
for CS. That means that the 5.5 million shares should
show up as being issued to the old Yago shareholders. Of
course, the fully diluted EPS numbers should have taken
this into account last year. We might hit the 35 target
after all. :^)

Karl



To: polarisnh who wrote (7137)11/10/1999 7:01:00 PM
From: Doug  Read Replies (1) | Respond to of 8358
 
Network Mgmt is now very important because of SLA demands to the NSP's from the Enterprises.

A few years downstream you and I will be charged for anything of value that we need at speed. I see the general web willfully slowing down by a factor of 2 t0 3.

However if one wants speed on demand, one will have to pay. Net Mgmt will ensure that your Bill is ready. Currently, they dont have a mechanism in place to nail us.

This is a growing Mkt for CS.