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To: Johnny Canuck who wrote (25155)	2/11/2000 8:04:00 AM
From: j g cordes	Respond to of 68150

Harry, (ALSC & DELL comments) ALSC is topping out after a very good run with news of their buying stock back and continued good strength in semi sector. Arguments of valuation are similar to other chip merchants as the sector in my opinion, is cruising on PE's of having the best of all possible business environments for a couple of years. DELL:(have Feb calls on) Just listened to Kumar Ashok's DELL upgrade interview. Hains and the guest didn't get the basic point being made, which is that within the small universe of box makers DELL is a depressed valuation stock. Having hitched their wagon to Rambus and poorly delivered Intel chips put them behind the curve. They have spread that risk out going forward especially with sdram vs rambus, as Intel is spreading its risk. Boxes only comprise 55% of Dell's business, which to me shows they are agressively pursueing more profitable avenues. The price target for DELL of 55 is reasonable.

To: Johnny Canuck who wrote (25155)	2/12/2000 10:00:00 AM
From: xcr600	Read Replies (1) \| Respond to of 68150

I came across them as still having 388k shares which will split soon. Seems their tech holdings are worth more than the co as awhole. Anyone follow CS here? See the news to split the co? Sounds like they are trying to parse it up and make it easier to sell it bitwise to would be aquirers. Friday February 11 11:28 AM ET Cabletron Spinning Off 4 Divisions ROCHESTER, N.H. (AP) - Cabletron Systems Inc (NYSE:CS - news)., a maker of network hardware, will split itself into four divisions that it plans to spin off as separate companies within the year. The Rochester company announced late Thursday it will become a holding company starting March 1. Cabletron will distribute shares in the new operating companies to shareholders, said spokesman Michael Quinn. Cabletron employs 4,500 people worldwide, including 2,100 in New Hampshire. Quinn said the company has not yet decided how many people each will employ once the plan takes effect. Company officials said the restructuring is intended to focus Cabletron's business strengths and increase value for shareholders. The new subsidiaries will be Riverstone Networks, Enterasys Networks, Global Network Technology Services and Aprisma Management Technologies. Each will have its own president, employees and physical facility. Aprisma has been a separate division since June 1999, when it was formed as Spectrum, named for the network management software that is its main product. Riverstone Networks will focus on networking products for the service provider market. Enterasys will focus on products for e-business infrastructure that will give its customers a competitive advantage. Global will act as a network consulting company, offering services in design, management and security for business computer networks.