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: Harold S. who wrote (4197)	6/25/1998 3:22:00 PM
From: Doug	Respond to of 8358

Harold: Thx for that clip on CS thru the eyes of the Consultant. Hope their Customer base remains loyal to them.

To: Harold S. who wrote (4197)	6/25/1998 4:18:00 PM
From: Peter Yang	Read Replies (2) \| Respond to of 8358

I remember in the conference call a few months ago, an analyst said the switching market was shaped like a pyramid and CS had the pieces in the higher parts and lacked the important base part, i.e., 10/100 workgroup switching, which has the largest market value. He asked CB if CS realized that and how would CS attack this problem and I remember CB said CS would solve the problem by internal development. Back then NETVA's price was much higher. I guess CS waited until NETVA's price tanked and then bought it cheap. It seems to me NETVA is the missing piece CS really needs.