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


To: inside novell (Hijacked) who wrote (3323)4/2/1998 12:29:00 PM
From: jelrod3  Respond to of 8358
 
Clearly, "it can always get worse." But why do you say it will get worse? I'm interested in hearing your viewpoint. Thanks for your post.



To: inside novell (Hijacked) who wrote (3323)4/2/1998 5:37:00 PM
From: Vladimir Zelener  Read Replies (1) | Respond to of 8358
 
inside novell,

I have read the analysis you posted twice, but to my surprise did not find any mention of Reed's stock options.

<< .. We are a little concerned about Cabletron's long-term future, however, due to Craig Benson's self-confessed shortcoming in strategic planning and the lack of long-term commitment (other than his seat on Cabletron's board) from Mr. Reed.>>

If he still has the significant number of $30 to $35 stock options and 3 years time span to exorcise them then I would think Cabletron can count on his long term commitment and good advise. Am I too naive???