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


To: Checkmate! who wrote (3242)3/24/1998 10:23:00 AM
From: Doug  Read Replies (1) | Respond to of 8358
 
Checkmate:We certainly have a superb portfolio of excuses to justify each Quarter. For this Q it is
a:Domestic shortfall
b:Softness in Federal sales
c:Weakness in Asia and Latin America
d:Gross margins decrease
e:Operating Pressures
f:Inventory related changes.
g:Product pricing & product mix impacts.

It is important to note that whilst Sales have decreased the cost of
goods has increased together with SG&A. The treatment by the street has been different probably because the quality of the Mgmt and products are at variance from expectations. Three Q's have been sub par .

I do hope that CS and its employees will avail of this last chance. The street will certainly be less forgiving if it does not.



To: Checkmate! who wrote (3242)3/24/1998 11:26:00 AM
From: Doug  Read Replies (1) | Respond to of 8358
 
Checkmate:Would appreciate a little technical clarification to fill my knowledge gaps. Are there still 2 strategies viz ATM emulation over LAN (AEOL) and LAN emulation on ATM (LANE) and Multiple Protocol on ATM (MPOA).? What is the ratio of traffic using each.?

Does the new Router Switch handle both or are there some holes yet to be filled.

Thx.