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

To: polarisnh who wrote (2839)	1/18/1998 10:26:00 AM
From: Greg Strzegowski	Read Replies (2) \| Respond to of 8358

I think investors must review a company's product line (and future product offerings) to determine if a company can stage a turn around. IMO I think, with the acquisition of YAGO, that CS will be able to stage a come back. CS has: - Increasing its customer base through the acquisition of DEC, - Beginning to improve its product offerings (i.e., SmarthSwitch 9000, 6000, and 2000, the SmartStack (Fast Ethernet Switch) and YAGO's MSR 16000 and MSR 8000, 30Mpps and 15Mpps, respectively,) (By the way the YAGO routing seitch is much better than BAY's Accelar products and 3Com's Corebuilder 3500 (no match)) (Also note that CS will outline pricing and availability of the YAGO box on Jan. 28th or 29th (prospect thinking is that it will be priced at approx. $1,000/port for 3x the performance)), - Increasing channel presence, - Cutting unnecessary costs, - Organizing a strategy for the company (to be detailed in the latter half of Feb. '97), - Reviewing its product offering (and will now buy needed technology), and - Don Reed will take no shit in the future with respect to product introduction delay. Comments/Regards. P.S. Some are of the mind set that CS's CEO is not dynamic enough (IMO I think he will do whatever it takes to increase shareholder value). P.P.S. Do not worry over the stock performance (Comapny has been guiding estimates "Flat" for Q4. P.P.S.S. Do not forget the CS's CEO has 600,000 options to buy CS stock at approx. $34.00/share.