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

To: Larry J. who wrote (4382)	7/12/1998 11:56:00 AM
From: Luke	Respond to of 8358

I think so, but the stronger players are PAIR and ADTN. Flowpoint and Ariel are not in the cable business????? not sure. Yes, there will be the competing technology between the cable and adsl. I think CS is moving to the right direction, but how long it will get the results. Regards, Luke

To: Larry J. who wrote (4382)	7/12/1998 12:03:00 PM
From: Harold S.	Respond to of 8358

Yes, it is flowpoint and Ariel that get CS into this space. No, they are not strong in these area NOW, but expect some product announcements soon that may be interesting. Benson clearly implied he want customers of the future to buy the whole end to end solution...right down to the modem. No one will argue where CS is right now..we all know it is in the basement...but once you are a fundamentally sound company and in the basement, there is only one place to go from there...up.