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

To: Vijay Sonty who wrote (5552)	1/14/1999 10:37:00 AM
From: Doug	Read Replies (1) \| Respond to of 8358

V.S: If they are losing money,how will they climb to the +$18 level. To reach that goal they need to aceive 2 Q's of +ve earnings of 10-15c. Is there any possibility.?

To: Vijay Sonty who wrote (5552)	1/15/1999 7:21:00 AM
From: BMcV	Respond to of 8358

Vijay, You are right about Spectrum -- this summer there was talk that it was worth $1 billion alone, or most of CS's market cap. Then there are the new switches (SSR), the customer list (including lots of universities and government agencies) and installed base, and the CPQ connection (for whatever that's worth--probably not much). But Spectrum software is the crown jewels. Unfortunately, CB has mixed up the crown jewels with the family jewels, and isn't going to let them go without a fight.