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


To: polarisnh who wrote (2491)12/4/1997 12:08:00 AM
From: Vladimir Zelener  Respond to of 8358
 
Steve,

I am sure you know that the technological superiority not always wins the competition. (Since I am not capable to judge the quality of those switches, I ll take your word on this subject). For instance in 1981 Motorola's 68000 microprocessor, selected by Apple computers was technologicaly superior to Intel's 8088, but Motorola is now out of Microprocessors business and Apple is in a lot of troubles.

BTW I am hearing sometimes that CS is betting on synthesis of voice and data networks. Could you explain what this is about? How CS switches or software are different from CSCO or COMS switches in this regard?



To: polarisnh who wrote (2491)12/4/1997 11:55:00 AM
From: Doug  Read Replies (1) | Respond to of 8358
 
Hi Steven:Whilst ferreting the Edgar DB, I came across a 13G filed by
Putnam Trust a div of Bank of N.Y. I am not too familiar with STC forms.My reading of that was on 28/1/97, PT registered 7% of Shares of CS.J&H Marsh&McLennan were also involved. Perhaps some one familiar with 13G's could give us a better appreciation of that filing. If that is correct, perhaps PT (MASS) could be asked ( by anyone living in Boston)if they still holding CS & their outlook going forward.