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To: telephonics who wrote (236)	12/13/1997 8:15:00 PM
From: Keith A Walker	Read Replies (1) of 1181

You raise many good points in your previous note with respect to GE vs ATM. If I might add just a couple of comments from my limited knowledgebase in this area (will certainly check out the websites you recommended for further ATM info) a) GE vs ATM and the marketing battle: I believe 3Com is pushing GE, therefore, it may be that since they have more marketing muscle and can pump the journalists covering the story, the press is leaning toward GE as the winner. b) When ATM first became available it was rather expensive. More so than Fast Ethernet since I think it required rewiring networks with fiber versus coax. Infrastructure costs don't help the bottom line immediately, so the business case for ATM has taken a little longer to unfold. c) Now that the world craves video, voice and data on the same line and virtually instantaneously, I think ATM will take over as the most sensible and cost effective solution. d) Are you sure that the marketing report you referenced states that only $122 million of ATM equipment is to be sold? I would be suspect of that figure. Actually, I would believe it to be substantially higher, maybe closer to a billion.

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