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

To: Trey McAtee who wrote (6031)	5/6/1999 3:59:00 PM
From: BMcV	Respond to of 8358

like to oblige, trey, but I already unloaded half a couple of points ago. :-(

To: Trey McAtee who wrote (6031)	5/6/1999 9:48:00 PM
From: Doug	Read Replies (1) \| Respond to of 8358

Trey: One has to determine the risk from the timing. CS is now in a quiet period and can only preannounce.Earnings can exceed,meet or fail expectations. If earnings are short, the street will sell down CS big time and CB will have no credibility at all. If earnings have been met, the opportune time for the announcement would be after the earnings became public. If earnings have been exceeded, this is an opportune time since the stock can only go higher. This will also support the recent Upgrades. If I had a Gambling gene , I would place my spare change on earnings exceeding expectations. Your analysis is welcome.