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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (96)7/26/1996 2:01:00 PM
From: Cynic 2005   of 132070
 
Mike, Judging from the earnings of Cascade and Ascend it seems that there is no stopping the growth in the revenues of networking companies. Is this exactly the contrary indicator you look for? You have said earlier that cisco may not be the victim but will cause the great slide of networking companies. Who do you think will be the main victims?

IMHO, in US just about everybody who cares to be on the Internet have some type of access or the other. Perhaps Europe is half-way from saturation. The worldwide growth may still be there. Countries like India, China and other third-world countries have an infrastructure and capital limitation that constrains mushrooming of internet. A $2000 software suite and $50,000 hardware gear may not be a big deal for many American companies but it is could be a major percentage of the total turnover for many businesses in the thirdworld countries. Given all these could this be the peak (for now) of networking companies? Or we are still a year or two away from the peak of this trend?

Thanks in advance.

>>Mohan
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