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To: joe who wrote (25037)	11/20/1998 7:50:00 PM
From: Moonray	Read Replies (1) \| Respond to of 45548

Cabletron Rises on Optimism for Sales of New Products Rochester, New Hampshire, Nov. 20 (Bloomberg) -- Cabletron Systems Inc. shares rose 6.9 percent, climbing for a third day, after two reports said the company is gaining market share with its newest computer-networking products. Cabletron rose 7/8 to 13 9/16 in trading of 2.88 million. The shares have gained 17 percent since Tuesday. Cabletron said Wednesday that market researcher Dell'Oro Group reported that the company more than tripled its share of the market for the fastest computer switches in the third quarter from the second. The company's SmartSwitch router, acquired with startup Yago Systems Inc. in March, has outperformed products from rivals Cisco Systems Inc., 3Com Corp. and others in independent tests. ''They're making good progress with the Yago products,'' said Bill Becklean, an analyst at Tucker Anthony Inc., who rates Cabletron ''strong buy.'' The Yago line contributed about $15 million of Cabletron's fiscal second-quarter revenue of $370.6 million, and is expected to rise to about $25 million in the third quarter ending this month, Becklean said. It's Cabletron's fastest-growing product line. Buying Yago ''was the key to getting this company turned around,'' Becklean said. Profit at Rochester, New Hampshire-based Cabletron has fallen for four straight quarters. According to Dell'Oro, Cabletron's share of the market for so-called Layer-3 modular switches rose to 32.8 percent in the third quarter from 8.7 percent in the second quarter. The category includes sales of the company's SSR 8000 and SSR 8600 models, said Dell'Oro analyst Greg Collins. Cabletron had the second-largest share of the market after Nothern Telecom Ltd.'s Bay Networks unit. Bay's share, which includes sales of its Accelar product line, fell to 38 percent in the third quarter from 70 percent in the second quarter. Third-quarter figures from market researcher Cahners-InStat Group also showed Cabletron gaining share, while figures for Bay and 3Com Corp. fell, analyst Jeremy Duke said. o~~~ O