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: Edward Uba who wrote (4187)	6/24/1998 8:34:00 PM
From: Teflon	Respond to of 8358

Eddie, The good news is that the rate of consolidation is only going to increase for quite some time. CS will ALWAYS be able to find a suitor, it just boils down to whether CB feels that he's getting the right $$ per share his blood sweat and tears over the years deserves. The problem with this is that it dictates a waiting game for now. I firmly believe CB has a "TO DO LIST" that has been put in front of him that he must accomplish before the white night arrives. He is only to do happy to endeavor upon this journey since there's a mighty big carrot out in front. Selling at these levels is OUT OF THE QUESTION at these levels, however. IT'S TOO PERSONAL TOO HIM. Patience will pay, and by the way, CS is finding a way to MAKE $$. That's means something here folks, especially considering the Balance Sheet he has at his disposal. Thanks, Teflon

To: Edward Uba who wrote (4187)	6/24/1998 8:37:00 PM
From: Teflon	Read Replies (1) \| Respond to of 8358

One more thing: Today's announcement between TCI and AT&T is a big plus for the networking industry. The fact that the landscape is and will change from a CLIENT PERSPECTIVE ensures that the equipment vendor landscape will have to be aggressive in anticipating the new markets they will have to serve. This means more consolidation at an even quicker pace. Thanks, Teflon

To: Edward Uba who wrote (4187)	6/26/1998 7:45:00 PM
From: Ali Shahbaz	Read Replies (2) \| Respond to of 8358

If they don't sale soon they wouldn't have a chance. Today I was reading an article from Microsoft Investor and the author was negative on CS. LU, ERICY, ALA, SMAWy they all have to get in to data. I think CS management should be changed. CS was one of the first and best networking companies now I can not think a company that is worst than CS in networking. If the management had any brain CS would have never came down to these levels. Four quarters in a row they have missed their numbers. No wonder you can not get analyst excited. I bought CS at $14.125. I wouldn't be surprised if CS goes below $10. Who would have ever thought it would get to $12.5