Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Doug who wrote (5357)	12/2/1998 5:12:00 PM
From: Michael Hart	Read Replies (1) \| Respond to of 8358

[ Comments ] I'm trying really hard to be optimistic for the long term but this is certainly very disappointing. My general feeling for the past 12 months has been that the companies earnings would return and exceed previous highs. I had based this on the addition of new sales channels via the DEC acquisition and the introduction of the new products from YAGO amongst a few other positives such as the potential of $300 million a year contract with Compaq ( ie about 20% of estimated revenues from just one company), and a strong installed base. I still feel there is more value in this company than is reflected in their revenues, earnings and stock price. I feel that the existing products (especially Spectrum and the newer switching products) given the proper channels would compete with anyone. We'll just have to wait and see how they can utilize that value. They'll either figure out a way to find appropriate channels, sell themselves to someone with proper channels or ________________ ( fill in the blank ). If your a short term trader you've gotta love the volatility ! Better days ahead, Mike