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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST

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To: Gary Korn who wrote (24434)11/23/1997 1:21:00 AM
From: satish kamat   of 61433
 
Just posted some relevant trends for 1998 from Red Herring on News board.
techstocks.com

Gary: Thanks, and also thanks for lvl2 updates/networking rel. performance.

< Frame relay is slowing down significantly.>

Not true. It is probably the hottest thing along with ATM in growth rate.
segment 1997 (E) 2000(E) $(billions)
FR .9 2.7
ATM 1.0 3.0
RA 4.0 8.0

This does not assume FR with ATM. If voice over IP takes off, FR with ATM will even be bigger. BTW WAN routers (csco's bread and butter) will stay at about $6 B during this period.
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