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

To: Serge Collins who wrote (5571)	1/16/1999 11:49:00 PM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 8358

I am long both CS and MRVC as undervalued plays in the internet infrastructure. I am long NN as a ATM WAN becomes the switching for telecos. It is potentially under valued relative to ASND's recent LU deal. CIEN is also in this category, but not a current holding for me. We know the market loves the car, but someone has to build the highways for them to run on (excuse the car analogy). You might want to look at the latter, too. Both could be dead money for a couple of quarters, but the ASND/LU thing has got a lot of investors looking for who or what is next. Later, (-8 Dennis 8-)