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

To: Ali Shahbaz who wrote (3660)	5/20/1998 5:43:00 PM
From: blankmind	Respond to of 8358

there are more players than nt and lu. stock last 5/5/98 %change asnd 47 1/16 42 12.05 bay 26 1/8 23 5/8 10.58 csco 78 5/8 73 5/8 6.79 cs 13 7/8 14 1/4 -2.63 fore 22 3/4 23 7/16 -2.93 xyln 27 13/16 29 1/8 -4.51 nn 29 1/4 31 11/16 -12.23 coms 29 13/16 34 7/16 -13.43 since csco reported 3rd q

To: Ali Shahbaz who wrote (3660)	5/21/1998 9:31:00 AM
From: Arnold Layne	Read Replies (1) \| Respond to of 8358

Industry Consolidation Here is an interesting article, that might shed some light on the future plans for collaboration of industry heavy weights. news.com I wonder what this might mean for us?

To: Ali Shahbaz who wrote (3660)	5/21/1998 11:18:00 AM
From: Doug	Read Replies (1) \| Respond to of 8358

A.S: CS is still one of the few that insists on in house Manufacture. The current trend is to out-source to the maximum preferably to the cheapest global source. LU and NT and any others are only interested in Technology, Sales and marketing. I doubt they want CS's production units. Because of that , I believe CS is less attractive as a take over. However the R&D and Sales Organisations of CS are good and these make it worthwhile for NT to form an Alliance.