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Technology Stocks : Cascade Communications, CSCC

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To: who wrote (4)2/13/1996 12:16:00 PM
From: olduser   of 42
 
Larry,

Sorry to have to correct you in Public, but you have this statement
in a totally reversed fashion.

About 75%-85% of the Frame Relay hardware and service offerings are
domestic US. The rest of the world are way behind in service
implementation and competition. Frame Relay will happen everywhere
else, even with ATM in the wings.

As to ISDN, the number of lines per capita in Germany and France (and
the UK for that matter) is way beyond that of the US. This is where
the US is playing catch up.

I have to agree with your final statement, "both still have tremendous
growth potential". Personally, my money is on Cascade, they are
playing in the ATM arena as well as FR. Also, Cisco seem very
interested in them with these rumours of offers that keep coming
around.
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