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


To: WTSherman who wrote (3179)3/12/1998 11:26:00 PM
From: Ash Kapur  Respond to of 8358
 
GWM,

it's a free world, call it like you see it. I have made
money on CS in the past, and bought in again recently @15,
even though I feel I may be taking a chance of dead money for a
while.

I bought again 'cos of new products about to be introduced,
new management, and the new boss says the right things. Let's hope
he walks the talk. Also, should be little downside in the short term, and there is also the (slim) chance of a takeover or merger.

Ash.



To: WTSherman who wrote (3179)3/13/1998 5:35:00 AM
From: Johnny Canuck  Respond to of 8358
 
Hi GWM,

Don't stop posting. I think every thread needs a few bears. It
keeps everyone honest about the fundamentals of the
company. I know it can get unpleasant at times, but I think
it is important to understand the reasoning of the bears
as well as the bulls.

There is a fairly balanced article in the February issue of
Telecommunications about Don Reed and CS and its attempt
to get into the telecommunications side of the business.
It does a pretty good job of describing Reed's strengths
and weaknesses as well those of CS.

It looks like he has a pretty aggressive game plan. It is too early
to say if he can execute it though.

Regards

Harry



To: WTSherman who wrote (3179)3/13/1998 9:27:00 AM
From: Bruce L  Respond to of 8358
 
GWM - I for one very much appreciate your commentary which has been more than borne out by the movement in the stock. I am long (in at about $14) but please continue your observations whereever they lead you.



To: WTSherman who wrote (3179)3/13/1998 1:36:00 PM
From: Checkmate!  Read Replies (1) | Respond to of 8358
 
GWM,

There's cheerleading and then there's drive-by-shooting; readers should be especially skeptical of both. My question is, why would anybody waste their time following a stock that they feel is, or soon to become, roadkill on the information superhighway? I find your opinions interesting, but given the level of hostility and sarcasm with which you present them only leads me to wonder what your real agenda is, hence my comments. Re: <<<This is a sad company and truly the weak sister of its industry.. The management has 0( that's " ZERO") credibility left with the market.. But, none of them has the dismal record that CS has... Best hope here is a takeover, but, its going to go lower before that becomes remotely possible. Big question is who would want this?????>>>

imho