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

To: BMcV who wrote (5241)	11/1/1998 9:23:00 AM
From: Jonathan C. Williams	Read Replies (1) \| Respond to of 8358

Wanted to be 1st Nov. poster: Not that bad: Here are the facts: 1.) Cash at 8/31/98 totaled $422 million (up $5 million from 5/31/98) $2.48/share, 2.) FG Inventory down $23 million from 5/31/98, 3.) Introduction of 6500 (a very strong ATM switch - excellent) has won awards (all As in some reviews), 4.) Introduction of WAN technologies (very important as this open up new markets for CS), 5.) Spectrum picking up steam - excellent software package, 6.) I do not care what anyone says, but CSCO will be hurt by the SSR (lower price aimed right at their bread and butter) - Just look at the INTC and AMD relationship - AMD invented the sub $1,000 market which is holding down INTC (INTC's stock price did not double this year (nor will it next year - Tom Kurlack is not pleased with INTC). 7.) CSCO will warn of lower growth rate (based on revenues/ports - not a solely port reduction). Comments/Regards.