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

To: Checkmate! who wrote (3261)	3/25/1998 9:58:00 PM
From: Doug	Respond to of 8358

Checkmate:That forecast of the 4 principal Camps looked very realistic. You have helped us all to understand the game plan going ahead. Coming back to CS how does its LAN concentrators,hubs and switches, Edge Routers and Net MGmt Software compare with those of Bay, CSCO and COMS. a:Technically b:Cost. A little matrix of numbers will help us to see how the wars are being fought. Incidentally, are the profit margins higher for higher bandwidths. Regards.

To: Checkmate! who wrote (3261)	3/26/1998 11:54:00 AM
From: 4finger	Read Replies (1) \| Respond to of 8358

Great piece, Checkmate. Thanks. I don't think anyone disputes the strategic imperative of a vendor or alliance of vendors providing an end to end solution to the enterprise, but I can't say I agree with th notion that these relationships will remain 'as is' for the next five years. In fact, in this piece they touch on exactly the issues that lead me to my view of significant M&A activity in the sector over the next 3 years. 1. No room for new kids. Startups end up being "winner take all" R&D technology acquisitions for the bigs. Agreed! So increasingly the full solution ends up in the big house. 2.co-opetition. Again agreed! But this still exists. I'm sure NetWiz could shed some light on this. Would Cabletron & Nortel not mow each others grass given the opportunity? To survive/thrive each needs to push their traditional boundaries and enter new markets, the CS CISCO falling out is a perfect example. I don't agree that this "uneasy alliance" dynamic has changed much and these alliances will ultimately need to be consumated with ownership. 3. The comment that was made about a lack of a clear strategic leader from the Siemens/Newbridge/3Com camp. I feel applies to all of the alliances and will be yet another catalyst for formalized marriages. Just my humble opinion/dart toss. Cheers.