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


To: Captain James T. Kirk who wrote (4446)7/17/1998 4:29:00 PM
From: BMcV  Respond to of 8358
 
Yep, that's right Captain, I saw two different people at the annual meeting, though unfortunately I didn't know who you were or I would have said hello. Would be interested to hear what has changed your mind on CS, if it is not simply your investing style. My time horizon on CS is 6-18 months, with some positive price action in 6 months and hopefully reaching my target of 25-30 within 18 months. I don't think a takeover is likely (look what the market did to NT after they bought BAY, which is perceived to be stronger than CS--no one will risk going after CS with that example fresh in mind). This is a turnaround and turnarounds take time. If you are looking for some quick action, you probably are better off elsewhere. Or is it something else you've seen you don't like?

good luck



To: Captain James T. Kirk who wrote (4446)7/17/1998 4:38:00 PM
From: skippy  Read Replies (2) | Respond to of 8358
 
Hey Captain,

Also, Harold, hang in there. I would be very very much interested in your information and may be in a position to offer some verification.

Captain, still trying to get a firm handle on the "Martini" project. Have learned that it is in conjunction with a second product code named "Mudslide".

As for the new shirts making headway with manufacturing in Rochester, source reports that jury is still out. Lack of throughput has caused a slowdown in manufacturing, however past employment practices leave this facility short of competent technical help. Should know better when these two new projects start rolling off the line in earnest within the next month.

Harold, please fill us in.....

Should have some more inside info by the end of the weekend,

Skippy