Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (2929)	12/2/1997 3:01:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6980

Re -- Cabletron.. Since CS mentioned that the reason for their shortfall is slow in the U.S, it could be for one of following reasons. 1. Its loosing market share.. (CSCO and Bay gaining market share) 2. There is a slow down in the US networking industry (unlikely since nothing to corraborate) 3. U.S govt could be delaying orders (Year 2000 problem) also mentioned by CS (companies selling to US govt could face this problem) My guess is it is a combination of 1 and 3 for CS shortfall. Also the Dell'oro reports for Q3, show CS's declining sales in routers/switches, while Bay and CSO show increasing sales. Stockman