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

To: puborectalis who wrote (3702)	5/27/1998 7:13:00 AM
From: J Bertrand	Read Replies (1) \| Respond to of 8358

stephen, It is good to hear from you. I still like Informix for the long term. I haven't been on the boards because I have a much larger investment in Cabletron. What I like about Cabletron is that they have so much cash in the bank to keep them afloat in this tough market. One report says that they could survive 2 years without another order. Obviously, they are a much stronger company. I think the "merger" opportunity is much stronger with Cabletron. If Bay Networks goes at $40 as you have read, then Cabletron will go in the high 30's to 40's. The networkers are very valuable acquisition targets right now. Finally, I love the CEO/Founder Benson. I think he has much personal and monetary incentive to turn this company around. You know how much I like Informix. I know Mr. F. is going to make it happen for all of us. I still like Informix because of Mr. F. and the focus that they are putting just on database. Have you bought any CS stock? Take care! Jeff