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

To: Harold S. who wrote (3713)	5/28/1998 10:16:00 AM
From: PaperChase	Read Replies (2) \| Respond to of 8358

That's right Harold. All negative comments posted here are the work of demonic short sellers. <g> FYI, a share price of $10 or greater is needed to keep this stock on the radar screens of the larger institutional investors. Everything will be done to try to keep the share price above $10 but a spike below can be expected. In the minds of many institutional investors, the DEC purchase was and is an ill-fated decision. All the debating here won't change their strong opinions. FWIW, if Bay Networks could recover somewhat then I am sure CS can eventually find a way to recover as well.

To: Harold S. who wrote (3713)	6/2/1998 8:53:00 PM
From: PaperChase	Read Replies (2) \| Respond to of 8358

"Cabletron Systems today announced at the ATM Year '98 trade show, drastic price reductions for GIGAswitch/ATM modules." These "drastic price reductions", they are a good thing right? They will help CS's gross margins, right? Companies always drastically cut prices when demand exceeds supply, right? Just like the way Intel has been unaffected by its price drops, right? Nope. I don't believe any of this for one minute. The market is saturated with competitors; customer IT budgets are, for the most part, frozen; and prices are falling in a futile effort to stimulate demand; which will lower gross margins; which will create losses if expenses aren't controlled; which will result in industry consolidation. And what do you see from all of this?