SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BAY Ntwks (under House)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: WBendus who wrote (3193)12/16/1997 11:51:00 AM
From: Doug  Read Replies (1) of 6980
 
Hi Wayde: Thx for posting that DLJ report. I would agree that the growth in the Hub/Router mkt might be near flat but good in the switch/IP Switch mkt. You mentioned margins. As Routers have been with us for a long time , would it not be correct to assume they will be subject to greater competition and lower margins vis a vis GE Switches.?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext