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


To: The BayWatcher who wrote (4784)8/20/1998 2:14:00 PM
From: Doug  Respond to of 8358
 
Baywatcher: Many thanks for that report. CS was caught in the transition from shared media to high speed switching; hence the decline. The good news is that the market is growing and can accommodate CS.

However CS must ensure it stays abreast/ahead of the level 3/4 Switch technology and Net Mgmt. Further its production cost , SG&A and Inventory levels all need to be fine tuned. There is plenty of room for cost cutting. I strongly believe they need 2 good Outsiders to re-engineer their Production and another to make their Sales force more productive.

Lets see how the old team fare the next Q.