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


To: Checkmate! who wrote (3208)3/17/1998 7:25:00 PM
From: WTSherman  Respond to of 8358
 
Hello, all...so nice to know I've been missed! Seriously, I am not ignoring the folks who asked me to provide my take on where CS stands in the marketplace. I've been on the road the past week and haven't had time to even keep up with the company's I do own. Nonetheless, I'll try to get some data on the relevant market segments and CS product line sales and announcements that will tell the story. I know folks on here don't like unsubstantiated opinions, so I'll put some facts to it as soon as I get a chance.

BTW, the BAY news isn't really surprising, they have no momentum in the market. As I've said earlier, I find a lot of parallels between the BAY story and the CS story(negative mostly, I'm afraid). I do believe that XYLN and YURI are company's who will make their numbers this quarter. COMS is kind of a mess and I'm not sure about ASND or CSCO. LU will have to beat their numbers, by quite a bit, to keep the price up where its been.