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

To: Allen Scher who wrote (3165)	3/11/1998 11:16:00 AM
From: B.G. Galbraith	Read Replies (3) \| Respond to of 8358

According to a Vickers insider trading report on my broker's web site, the CEO owns not one share of CS. Someone on this thread said he held a bunch of stock options at thirty-something a share. This ought to give him some long-range incentive. Do you have a source for the reported 600K share ownership? BG

To: Allen Scher who wrote (3165)	3/11/1998 11:34:00 AM
From: Vladimir Zelener	Respond to of 8358

Allen, << According to the news article, they now have (working or nearly) a switch which is 4x to 5x faster than any owned by the giants they compete with (Lu, Csco, Next?). >> That does not necesserily translates into the sale of those switches. The buyer looks also at support level, financial strength, upcomming upgrades, their cost to reengineer the current data network and so on. Look at DEC's ALPHA vs Pentium. The speed advantage was introduced by DEC years ago but it did not translate into any financial results. Hope I am wrong though and CS sales and profits finally will go up.