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

To: starpopper who wrote (5439)	12/7/1998 1:59:00 PM
From: BMcV	Read Replies (2) \| Respond to of 8358

>>First and foremost, CS has an under performing management team that with its ouster alone could yield substantially higher margins and ROI for ANY acquiring entity!<< very true. look at UIS. also NOVL. Either an acquisition or new management could really make a difference. >>Third, with the acquisition of DEC, major sales channels can be merged more efficiently into CS's already heady worldwide team! Again, with proper management, these guys should be better able to capitalize on CS's vast installed base and gain market share on the competition!<< We've been waiting nearly a year for the DEC acquisition to show results on CS's top line, and nothing's happened. I don't think anything is going to happen now. There was talk at the time that the DEC networking unit had missed the curve and it looks like that was true. The only positive (maybe CS even knew this then) is the CPQ purchase committment, which, unfortunately, also has yet to show the hoped-for results. Glad to see you're back with us poor slogs on the CS board.