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

To: 4finger who wrote (3218)	3/18/1998 1:36:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 8358

4finger, I know for a fact that Cabletron used to use LSI Logic for some of their custom ASICs but I don't believe that is their only source. Cheers, Steve

To: 4finger who wrote (3218)	3/18/1998 6:56:00 PM
From: Checkmate!	Respond to of 8358

Upcoming Networking Earnings Calendar: Monday, March 30, Before the open Company Symbol Zacks Yr-ago CABLETRON SYS CS $0.06 $0.47 Tuesday, March 24, After the close Company Symbol Zacks Yr-ago 3COM CORP COMS $0.14 $0.47 Also, to follow up on my earlier post regarding 3Com's potential earnings issues, this was posted on Briefing on 3/4/98. I agree with your CSCO earnings concerns, but they have yet to disappoint. If COMS misses on the heels of BAY, it won't be pretty either.... 14:55 ET ****** 3COM CORP (COMS) 37 « +2 ¬. This networking company's shares started the day to the upside and have steadily moved higher, fueled by a DLJ upgrade from "market perform" to "buy" issued before the market's open. This afternoon, the stock also received a Cowen & Co upgrade, from "neutral" to "buy." However, let's focus on the DLJ move, because it is pretty peculiar. While many investors read about the upgrade this morning, or will see it in the paper tonight and tomorrow, the vast majority of them will not be aware that DLJ also thinks that COMS will miss its quarter. According to DLJ analyst Stephen Koffler, COMS is likely to miss the current First Call mean estimate of $0.14 a share for the 3rd qtr not by just one or two cents, but by eight to nine cents. That's right, the guy expects an earnings shortfall of 57%-64% and he's upgrading the stock. What is the rationale behind such a move. Well, according to Mr. Koffler, the weak numbers wouldn't really be a disappointment, as the shortfall is already priced into the stock. In his opinion the only thing that could trip up 3Com, other than earnings that are even more abysmal than his $0.05-$0.06 a share prediction, would be a disappointment in channel inventory. Other than that, the DLJ analyst thinks the fundamentals have bottomed and the stock looks fairly attractive from here, as investors start to value 3Com based on its strong new products and begin to forget about the problems that have plagued the company's modem business. regards, cm!

To: 4finger who wrote (3218)	3/19/1998 2:35:00 PM
From: NetWiz	Read Replies (2) \| Respond to of 8358

I don't understand why a companies actual product(s) doesn't impact the stock price. Or, does it? I have not seen anyone talking about the actual products. But, just before CS stock price went to the 13-15 range, they were shipping their brand new SS6000 products. I was one of the victims of its initial short-comings. The thing was a total flop for the first few runs (about 3 months from the first shipment) even though they insisted that it was ready for production use. I know there were hundreds of other customers going through the same problems. The thing that really upset me as a customer was the 'stonewalling'. They would not admit that the product was buggy and unstable. They lied to me, saying that I was the only customer with these issues, only later to contradict themselves. Meanwhile, my company was losing valuable productivity. Now that the initial offerings for the 6000 platform are stable, they have been spinning off new blades for the 6000 platform, such as the FE 100BT card, being sold to us as an 8 port card, capable of full-duplex, when in reality, they were are only capable of 4 ports simultaneously. Which is mysteriously the same exact capability of the original 10BT cards. Its obvious that while Cabletron was losing a niche in the market, they scrambled to fill the gap with the 6000, and released it too soon, hoping they could word their way into the market until the product was really ready for prime-time. Now, they are 'porting' the electronics from their 10BT cards capable of 400kpps, to their 100BT cards which should be capable of 2.4Mpps, but still only running at 400kpps. They tell me they will be shipping the real 100BT card this summer.