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

To: blankmind who wrote (3580)	5/8/1998 5:40:00 AM
From: Larry	Respond to of 8358

More news: zdnet.com The important thing I read in this release was a mention that the new management team is making the right moves: "Cabletron's press conference was as much about how the company is reorganizing to address issues that have hampered growth as it was about how Cabletron (CS) intends to help customers boost the performance and efficiency of their networks to support more applications traffic." Here's the whole thing: ****************************************************************** Cabletron outlines 'Smart Networking' strategy, hints at a spinoff By Paula Musich, PC Week Online 05.06.98 6:15 pm ET LAS VEGAS -- Cabletron Systems Inc. Chairman and CEO Craig Benson is leaving open the possibility that his company might spin off its Spectrum multivendor network management system. At a press conference here today outlining Cabletron's "Smart Networking" strategy for next-generation networking, Benson said Spectrum already has its own separate sales and technical group. Cabletron is looking to "structure Spectrum engineering" to address ease of installation and use issues with the complex management system. "Spectrum has 25 percent market share. That's 75 percent short of where it should be," he said. Cabletron's press conference was as much about how the company is reorganizing to address issues that have hampered growth as it was about how Cabletron (CS) intends to help customers boost the performance and efficiency of their networks to support more applications traffic. The Smart Networking strategy calls for a new approach to product development, pricing, marketing and distribution. "We are integrating manufacturing, marketing and R&D in a way we haven't done before," said Allen Finch, senior vice president of marketing at Cabletron, in Rochester, N.H. "If we learn we don't have the resources, we'll go outside the company to acquire it," Finch added, leaving the door open for more acquisitions to fill holes in the company's product line. Those holes include low-end switching and "a few carrier areas we want to shore up" as well as software applications in the management arena, Benson said. Such applications include the software that would give virtual private network customers end-to-end visibility into the networks that carry their traffic, he suggested. In the carrier area, although Cabletron lost the experience in the telecommunications world that former CEO Don Reed brought to the job, Cabletron still intends to strongly pursue opportunities among competitive local access providers and long-haul telecommunications providers in the short term. In the long term, Cabletron will also target RBOCs (Regional Bell Operating Companies), Benson said. "CLECs [competitive local exchange carriers] are starting with a clean sheet of paper. RBOCs have bigger installed bases and turf to protect," he said. As part of its Smart Networking strategy, Cabletron also announced a new pricing program, a three-tiered distribution program, its new SmartSwitch family and SmartVoice technology, and enhancements to Spectrum. Cabletron is at www.cabletron.com.

To: blankmind who wrote (3580)	5/8/1998 2:04:00 PM
From: Captain James T. Kirk	Read Replies (3) \| Respond to of 8358

This is not dead money. CS is a sleeping Giant !! I say there is more news to come, and NN merges with CS. That's what I think, and that is my opinion. dead money would be if this stock trades from 13-14 for months. No way baby, it will never stay this tight for long. Networking is going into the next be phase since the modems were first introduced, and CS will be right there along with their DSL and this voice telephone thing. Also, the Larger networkers will feel the pressure of the mergers to come, as those that are on their tales combine to survive and thrive.