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

To: Paul Haynes who wrote (5397)	12/3/1998 8:35:00 AM
From: Roy F	Read Replies (3) \| Respond to of 8358

Did I hear CNBC right? CS to open down $10...? ie: ~$3

To: Paul Haynes who wrote (5397)	12/3/1998 8:40:00 AM
From: BWAC	Respond to of 8358

<<I think the long investors need some signs that a long-term vision of margin growth or market penetration with a diversfied product line or both is firmly in place in the company. >> And I think this CS crap looks uglier this morning than it did when I signed off last night. This quarter was a total disaster. Or as the spin in the press release said just "more challenging".

To: Paul Haynes who wrote (5397)	12/3/1998 9:47:00 AM
From: Spartex	Read Replies (1) \| Respond to of 8358

Paul, <<I think the long investors need some signs that a long-term vision of margin growth or market penetration with a diversfied product line or both is firmly in place in the company. >> Exactly my feelings too! CS looks like NOVL did back in early 1997, a ship without a captain and helm. However, NOVL was fortunate to get Eric Schmidt and still has core products and engineering niche to survive under strong leadership. CS on the other hand looks very vulnerable with companies such as NN, CSCO, COMS and others (old BAY) tearing into their hide. Not sure where they are going. A somber day for those long on CS.........9 3/4...... Regards, QuadK