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

To: Doug who wrote (3230)	3/23/1998 1:13:00 PM
From: Checkmate!	Read Replies (3) \| Respond to of 8358

Doug, What debate?? All I saw was a few analysts (Peter Lieu of Adams Harkness Hill and Christin Armacost of EVEREN Securities) from a few relatively obscure firms on Briefing.com rehashing what we already know. Lieu points out that, "CS is under extraordinary management transition. They have a new CEO, Don Reed, a new distribution model, and are moving toward new product lines. Cisco and CS used to be marketing partners, but Cisco has now become a direct competitor. We see CS slipping very badly in the near-term. The Yago Systems acquisition may prove to be a positive step in getting CS back in the router ball game, but it remains to be seen if CS can right the ship." I don't really see any major revelations here and even question some of Lieu's facts. CS was never really in the "router ball game" which is why they partnered with CSCO. I can't help but wonder if he too is staring in the rear view mirror... imho, cm!