Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter Yang who wrote (5687)	3/10/1999 12:18:00 AM
From: Serge Collins	Read Replies (1) \| Respond to of 8358

Peter Yang: The second paragraph of your post went much too far. What you advocate is absolutely unacceptable and no legitimate business would ever consider doing this. I know some have attempted this in the past, but it is a very dishonest way of conducting business and it is fraudulent. That tactic simply isn't on.

To: Peter Yang who wrote (5687)	3/14/1999 7:46:00 PM
From: BMcV	Respond to of 8358

>>CS indicated that in the current quarter the increase in sales of switching products outpaced the decrease in sales of shared hubs for the first time. If that's true, we should see a revenue growth quarter over quarter.<< This has been the official line since at least the annual meeting last summer, when I tuned in. Go back and read my posts from the time -- it will all seem eerily familiar. Increased sales were supposed to come from switchs and (remember this?) the DEC business, which never materialized. For all I know, it could be true and maybe this time we'll see some revenue growth. But CS is starting to feel a lot like UIS did: quarter after quarter of flat revenues, constant flailing about by mananagement, occasional rumor-driven spikes in the stock price that failed when nothing happened. That dragged on for four years; UIS between 6-9 was like following the tide tables. The value was there, but nothing happened until they dumped the old crew for some first-rate leadership. I'm not really taking issue with your ideas, just that you really have to have patience with this one. And there is probably as much chance they go the way of SHVA as rebounding as sharply as UIS, since they don't have the mass UIS did. I still think their Spectrum software is worth something, their customer list is worth something, and the rest of technology is valuable to somebody, but CS is still a relatively small company that could just turn into a permanent niche player, providing the government and universities with LAN equipment forever. A ghost of greatness, like General Datacomm, Control Data, Computervision, Wang...