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

To: Doug who wrote (2583)	12/7/1997 12:10:00 PM
From: polarisnh	Read Replies (3) \| Respond to of 8358

I agree with your forecast for 1998. I believe the high-end users will continue their network expansion. In my opinion, Cabletron does have a relatively complete product line (Except for routers) either from internal development or from 3rd party agreements (FORE). I understand that Cabletron made an equity investment in Yago Systems who is supposed to be developing their own super fast router. I do not have Cabletron's current R&D numbers but it was my understanding that it typically runs around 8 to 11%. Cheers, Steve