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

To: Greg Strzegowski who wrote (2920)	2/10/1998 11:41:00 PM
From: Tiley	Read Replies (1) \| Respond to of 8358

Greg, Re:"Queries", Thanks for your insight. How do you see CS stacked up against BAY? In terms of end to end solutions, I think Cisco is still the king but the position is getting more vulnerable in terms of performance and therefore potential decline in margins in some areas of their business. (In my opinion, we could start seeing some effects of this in 2-3 quarters). CS appears to be doing the right things and has some very positive aspects to their business. Appreciate your response and time, - MJ