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Technology Stocks : Cascade Communications (CSCC)

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To: Hugh W. who wrote (3225)3/31/1997 8:47:00 AM
From: Robert Scott   of 3743
 
The entire networking market is unraveling. Shiva reports lower sales from Q4 1996 for their remote access concentrator. This is a new product only introduced since last 1/2 of 1996. It appears remote access is being significantly affected by the battle between US Robotics and Rockwell over 56K - carriers and users are stuck.
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