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

To: Roy F who wrote (5192)	10/12/1998 10:48:00 AM
From: BMcV	Read Replies (1) \| Respond to of 8358

from the ASND thread: techweb.com excerpt about CS Cabletron's Focus Cabletron is increasing its marketing and has focused its sales force on six vertical markets, says Mike Skubisz, chief technology officer. It also is building a separate sales force to address the carrier market, and is purchasing DSL technology and network management products to sell in that sector. Cabletron also intends to partner with carriers such as MCI and Sprint, and major equipment suppliers such as Lucent, Ericsson and Fujitsu. The company has become very aggressive in its pricing. One example is the introduction in September of the SmartSwitch Router 2000 for workgroups. Cabletron says the SSR 2000 is 77 percent less expensive than Cisco's 8510; 70 percent less than 3Com's Corebuilder 3500; and 40 percent less expensive than Bay's Accelar 1100. Current Analysis' Hold says the SSR 2000 and the new backbone SSR 8600 "significantly enhance Cabletron's Layer 3 product line at the high and low ends. It will let Cabletron defend its market share against the start-ups and the other Big Three," he says. William Becklean, a securities analyst at investment firm Tucker Anthony Research, says Cabletron has two of the hottest products in the switching market with its SSR gigabit line and NetVantage Fast Ethernet desktop devices. Cabletron just completed the acquisition of NetVantage. The SSR switches "have 10 times the performance of Cisco products at one-tenth the cost," Becklean says, adding that SAP AG installed 30 SSR devices and ran its recent user conference on Cabletron's backbone. He says Cabletron may not be able to survive long term as an independent company, but that with its SSR product it will be able "to have an impact on the [Layer 3] switching market for the next year." And when following the internetworking leaders, a lot can happen in one year's time.