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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 679.68+0.7%Nov 26 4:00 PM EST

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To: j g cordes who wrote (15243)2/11/1998 12:44:00 PM
From: Jorj X Mckie  Read Replies (1) of 68352
 
Hi Jim,
The main problem that FSCX and other frame relay access device vendors are going to have, is a general trend toward public ATM networks. The service providers are pricing public ATM access very competitively to the public frame relay prices. Therefore, if FSCX does not have a clean migration story to ATM (I am not aware of one), they will have a limited growth potential. The customer base that you mentioned is waiting for the next generation of voice/video/data integration access products, which is basically knocking at the front door now.
Tom
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