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


To: Greg Strzegowski who wrote (2922)2/11/1998 9:13:00 AM
From: HVN  Read Replies (2) | Respond to of 8358
 
I wish we had more people like you on these threads - brief, sensible talk. I mean that in all sincerity.



To: Greg Strzegowski who wrote (2922)2/11/1998 3:46:00 PM
From: SteveG  Respond to of 8358
 
Hi Greg-

Appreciate your commentary, and I do like CS going forward. As has been stated, they NEED a larger carrier class switch n their product line.

But the short term is (as I heard earlier from H&Q's Billimoria) that CS *might* come in shy this quarter (~Mar 23rd). First Call is looking for .16 and HQ is at .14. Because Feb is traditionally slow, is a short month and is thought to be heavily backend loaded, they *could* come in ~.12. In fact, they may just decide to blow off the quarter and add to a stronger Q1. So coming in Q4 at .10-.12 is a distinct possibility.

Maybe not, but I took a little profit today, and am looking for an opportunity to pick up some CS a little cheaper in a month or so.

Good luck all-

Steve



To: Greg Strzegowski who wrote (2922)2/11/1998 4:33:00 PM
From: Allen Scher  Respond to of 8358
 
I just sent a message to HVN which ws intended for Greg. Greg's comments are great. Allen ( no disparagement of anyone else intended).