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

To: michael liu who wrote (4888)	9/1/1998 7:31:00 PM
From: Richard V Davis	Respond to of 8358

A buyback would do a number of positive things for CS: 1. Most importantly, the market (espec. institutions) would see mgmt's confidence in the stock 2. Individuals would feel confident 3. Reduction of float, increasing value of remaining shares 4. When has CS been this cheap? Long, long time. If it is a bargain for CPQ or any other buyer it is a bargain for CS shareholders BTW I did get into the 7.5 calls today. Rick

To: michael liu who wrote (4888)	9/1/1998 11:01:00 PM
From: Doug	Read Replies (1) \| Respond to of 8358

Michael: You could be right. Regarding a buyer I do not believe there is anyone out there with that type of cash. Because of that, merger by pooling is the only viable option. As I had said before, most Buyers may view the in-house Manufacturing operation as a liability. If this did not exist, there might have been many take over proposals by now. If there is turn -around CB needs to ensure that it is Broadcast to the world and every Analyst worth while is invited to the party. He also needs a better P.R person to handle that event.