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

To: Doug who wrote (2714)	12/23/1997 11:47:00 AM
From: Alex Chilton	Read Replies (1) \| Respond to of 8358

Doug: I have not seen that goal articulated. I think that CS is in a challenging position to accomplish any type of ownership of the IP Switch marketplace w/out further acquisition. CS is known for L2 switching (bridging); note the name change in the MMAC+ to frame up a product line under the SmartSwitch moniker. CS has never had a router (the basis for an L3 or IP switch). It is possible that DEC has something to offer here, though. DEC was certainly not a routing leader, but they did have product (now CS's). No doubt, though, IP Switching is the current hot growth product space to target. Alex.