Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: blankmind who wrote (3622)	5/13/1998 2:25:00 PM
From: Jay Lowe	Respond to of 8358

>> i like your upside and downside, both are above the current price That's the nice magic about playing depressed issues with a very long horizon. I look for tech with a good story that have several strong upside potential energies. In this case, I see the following strong possibilities adding to value: - increased profitability - strong growth of market segment - acquisition rumorology - actual acquisition If one decides to buy CS now, I see the worst case being a sell above 15 within 12 months ... it may go much lower in the interval but I think 15 is a valid downside exit target. CS is NOT a good stock at this point for those who can't track the market's response to news and who are reactive ... you are likely to be spooked off by downside acquisition rumors. CS is a good buy if you are an informed stayer ...