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


To: John Rowton who wrote (5311)11/22/1998 10:55:00 PM
From: michael liu  Read Replies (1) | Respond to of 8358
 
LU's switching revenue is so tiny. That
leads me to believe that CS, FORE, or NN
will be acquired anytime soon. CS's market
cap is less than $2.5B which is relative
cheap. Besides, CS's main focus is switch.
By the way, NT&BAY is in transition period.
CS will have benefit from this in term of
revenue. The reasonable offer should be
around $4B (low $20s).

Michael