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

To: Doug who wrote (5610)	2/2/1999 6:25:00 PM
From: BMcV	Read Replies (2) \| Respond to of 8358

CS-related comments from CSCO CC: >> Kim Lew (Leahman Bros) Stong rev growth Why so strong. why ahead of guidance? Chambers states the facts that we grew very well worldwide - many near 50% year over year. Korea, China, and even HK did very well. In the US SP were very strong. Enterprise was only fair...varied by indusrty. In Latin America was mixed - brazil was down. AJ Dawan (GS) Decline in GM. Pricing Presssure...where did it come from. Chambers - LAN Switching. Coming from traditional competitors in order to hold on to market share.<< This confirms what CS holders have known for a while, that the enterprise is weak, even for the gorillas. Also that CS's price cuts on the SSRs are in fact having some effect.