COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

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Nov 7 11:47 AM EST

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To: David Lawrence who wrote (11795)	1/20/1998 12:00:00 PM
From: Moonray	Read Replies (1) of 22053

GA-GA OVER GIGABIT ETHERNET The sale Wednesday of Sunnyvale's Yago Systems Inc. leaves three prominent independent Silicon Valley start-ups in the hot field for gigabit ethernet switching, considered the next promising area for big networking companies. Cabletron Systems Inc. (NYSE, CS) will buy the 75 percent of Yago it didn't already own. Bay Networks Inc.(NYSE, BAY), Cisco Systems Inc. (Nasdaq, CSCO) and Lucent Technologies Inc.(NYSE, LU) all have made similar acquisitions. That leaves only 3Com Corp. (Nasdaq, COMS) and perhaps IBM, (NYSE, IBM) Sun Microsystems Inc. (Nasdaq, SUNW) and Compaq Computer Corp. (NYSE, CPQ) as likely acquirers of what's left. These include three area start-ups: Extreme Networks in Cupertino, Foundry Networks in Sunnyvale and Berkeley Systems in San Jose. o~~~ O

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