Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: WTSherman who wrote (3148)	3/6/1998 3:13:00 AM
From: Daniel Goncharoff	Read Replies (1) \| Respond to of 8358

There's no arguing the facts, but room for interpretation about the analysis. As you point out, BAY is the stock that follows most closely CS's movement, albeit 6 months early. If new management gets the confidence of the investment community that the company is back on track, a 50% move (say, over 20) would be easily achieved. That said, this is a competitive business, and I am getting the feeling that the industry cannot support all the stock prices -- someone has to give. CSCO is a candidate, although ASND, COMS and BAY are always potential bear meat. Assuming CS is not going out of business, the downside looks limited. JMHO DanG