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


To: Paul To who wrote (4965)9/12/1998 5:54:00 PM
From: nick cash  Respond to of 8358
 
to jeff bertrand and paul: great work jeff. this is the type of useful input that one rarely gets on si these days and proves that the time i spend visiting the site is worth the visit once in a while.

i bottom fished this one back @ 13 and got what i deserved as the technicals clearly showed no signs of a bottom. i doubled the position @ 7 1/8 as 7 was a low from a few years ago. just a hint of meaningful revenue growth and this stock will make a very nice % move from current levels.

paul: as to your comment that the person who leaked the voice mail should be tracked down and reprimanded: i vehemently disagree. i manage $ for a living, still i don't have access to much of what is out there; particularly info from inside companies. in contrast, i can guarantee you that the telecom equip analysts and large institutional shareholders have already heard that voice mail. info like what jeff posted levels the playing field for those without access. you should be praising this person.

as to the comments: cs is in a quiet period. benson could not disclose how the qtr went- no ceo could. all the talk about getting the product out the door leads me to believe that they did ok in the qtr. talk of overtime validates the poster who has been posting that fact for quite some time.

anyway, had to chime in. thanks again jeff.

all imo only....nick



To: Paul To who wrote (4965)9/12/1998 9:37:00 PM
From: Yujin Maison  Respond to of 8358
 
Regardless what Benson say employee and market, CS is on sale. CS never come back unless under big guy. Only subject is price what they offer. I understand $8-10 is not price CS management looking for.. Levine sold mostly $30.. They at least looking $20-25 for price on sale.