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

To: Alfonse Rossi who wrote (5225)	10/26/1998 11:47:00 AM
From: Alex Chilton	Read Replies (1) \| Respond to of 8358

$18 or $19 sounds like a reasonable target. The question is, who will acquire? CS's booth @ interop was well visited (at least the product booth. There was a separate one for Spectrum). The yago switch products were presented impressively. I didn't see their movie. CS needs to get a seat at the table. NT saved Bay, and Bay gave NT an entrée into the enterprise space. Cisco owns the enterprise and is headed into telco land on its own (Stratacom). If and how Lucent goes after the enterprise is a good question. So, how does CS continue to exist, and what telcom provider to they help? Nokia? Alex.