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

To: The BayWatcher who wrote (2442)	12/2/1997 10:58:00 PM
From: Harold S.	Respond to of 8358

I am new to this company and not that familiar with their history. I am wondering what the potential is that they released this warning nice and early so that it can be digested before any good news they might have in the wings. would a stock buy back be a potential here?? Someone mentioned a buyout possibility...Is that possible with their recently announced aquisition of DEC?? Who would be the most likely sutiors and what would the potential price targets be?? Does CS have the ability to crawl out of this on their own??

To: The BayWatcher who wrote (2442)	12/2/1997 11:39:00 PM
From: John Ritter	Respond to of 8358

I agree, I sold ASND and bought CS. Maybe CS will be an even trade for ASND sooner than we know?! I would probably go back to ASND if that situation developed, however unlikely since they are in the same sector, but not totally out of the question.

To: The BayWatcher who wrote (2442)	12/3/1997 12:42:00 AM
From: Vladimir Zelener	Read Replies (1) \| Respond to of 8358

<< IMHO, ASND will join CS in the teens and it will then be time load up on that one too. >> Do you think ASND is about to miss their earnings estimate ? Just for the sake of argument: Maxtor stock droped from $20 to $5 and never recovered even though they are still in business, Conner stock droped and could not recover untill SEG bought them out. I believe the reason for their failure was a small delay in the technology race and complete inability to catch up with the leaders. What makes you think CS will be able to catch up?? BTW Maybe BAY's turnaround is the main reason for CS failure?