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


To: Tiley who wrote (2913)2/10/1998 5:46:00 PM
From: Greg Strzegowski  Read Replies (1) | Respond to of 8358
 
Soory for the delay in responding.

I think the folks in the investment community were looking for a business person who had experience with competition (i.e., Don Reed worked for NYNEX - a monopoly) - I think he will overcome these preceived weaknesses.

I think CS must deliver on its ATM switch due out in the summer (that is the 75 Gbps ATM switch - much better than the competition) and must improve their remote access offerings.

I think with the early close of the DEC acquisition and the GIAGswitch, will allow CS to start to gain access to large ISP customers - Do not forget that the GIGAswitch connects alot of MAX TNTs (who cares about the low end modems/modem banks. A little higher up the food chain the gigaswitch connects the remote access concentrators). The growth is endless.

Comments/Regards.

P.S. I don't think you will see growth overnight. However, get out a score card for CS and watch them accomplish the above and my previous posts.

P.P.S. Please note that the YAGO product is onteroperable with product from other vendors without loss of speed. YAHOO!