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Technology Stocks : ATM vs. Gigabit

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To: Sector Investor who wrote (5)7/23/1997 1:30:00 PM
From: Geof Hollingsworth   of 63
 
<<Why in the world do you think those are requirements for GE to take off?>>

Maybe we should agree on terms. By "take off", I mean something akin to what we are seeing in 10/100, which I believe will reach 45 million ports shipped this year (35% market penetration two years after the standard(s) were approved). Those are the kind of volumes which will drive the cost down to the point that implementation becomes a no-brainer.
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