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: majaman1978 who wrote (6121)	5/20/1999 8:49:00 PM
From: HandsOn	Respond to of 8358

I think based on recent run up 18 or better.

To: majaman1978 who wrote (6121)	5/21/1999 1:08:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 8358

Data Networking company normally can fetch 4 times the revenue. So CS should be able to get 4B valuation, go figure what is the per share price. I am high on CS for (1)Few companies left to be taken over. CS is definitely attractive to LU, it is in LU's backyard, it has what LU wants. (2) CS has good products in its SSR line, in many ways, the best among the "old" big 4. But it lacks the port density and performance for ISP/carrier market, good enough for enterprise market. It will have strong products coming out between June and August to address these issues. It can definitely crack into ISP market with CS's aggressive price. (3)CS management is open for being acquired. This is a seller's market, the sticky issue is PRICE.