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

To: Vladimir Zelener who wrote (2712)	12/23/1997 9:51:00 AM
From: Alex Chilton	Read Replies (2) \| Respond to of 8358

Vladimir: BAY for instance has a sizeble cable modems division (former Lancity), while others in the group do not. CSCO has partnered for cable modems and is developing headend equipment, while COMS will soon ship a cable modem. ASND bought the leader in frame relay Cascade a while ago and only CSCO competes with them in this segment. BAY has had a FR switch for at least 3 years. I agree that there is not much revelation in the Fool's statements, but I do believe these companies have significant overlap. Alex.