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Technology Stocks : BAY Ntwks (under House)

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To: StockMan who wrote (4242)	2/18/1998 8:54:00 AM
From: WBendus	Read Replies (1) of 6980

Dell'Oro 4Q97 Report on shared Hub & Lan Switches Breakdown: Company 1997 Mkt Shr 1996 Mkt Shr Change Co. Gwth ---------------------------------------------------------------- Cisco $2,105 28.1% $1,216 19.7% 8.4% 73.1% 3Com $1,507 20.1% $1,199 19.4% 0.7% 25.7% Bay $1,413 18.9% $1,253 20.3% -1.4% 12.8% Cabletron $1,099 14.7% $1,126 18.2% -3.6% -2.4% FORE $271 3.6% $227 3.7% -0.1% 19.4% IBM $240 3.2% $261 4.2% -1.0% -8.0% Digital $207 2.8% $294 4.8% -2.0% -29.6% Xylan $206 2.7% $128 2.1% 0.7% 60.9% HP $202 2.7% $247 4.0% -1.3% -18.2% Madge $165 2.2% $205 3.3% -1.1% -19.5% Intel $76 1.0% $19 0.3% 0.7% 300.0% ------------------------------------------------------------------- $7,491 100.0% $6,175 100.0% 21.3% Looks like Bay slipped a little and COMS and CSCO picked it up. I expect that these numbers will reflect much different results in the 1st Quarter, after Bay has had a full quarter of Accelar Sales. Wayde.

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