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


To: Ian@SI who wrote (5099)9/22/1998 1:22:00 PM
From: BMcV  Respond to of 8358
 
According to today's Boston Globe, which cited the CC, 5% of this q's revenues came from Yago. They said "only", but I'm impressed that it's that high in the first quarter of introduction.

Let's not hang our heads, we're still up 40% off the lows from last month, so there was quite a bit of positive expectation built into the stock. A little give-back today isn't surprising. The bottom is in, but the turnaround will take a while.




To: Ian@SI who wrote (5099)9/22/1998 1:24:00 PM
From: BMcV  Respond to of 8358
 
re: AR

Mightn't increase in AR be related to change from direct sales to channels?

Main thing on the balance sheet to my mind is that inventories are down, which is good news.