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Technology Stocks : LARSCOM......A Less Risky IPO (LARS)

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To: rhet0ric who wrote (759)3/18/1998 12:42:00 PM
From: Tulvio Durand  Read Replies (2) of 990
 
Debbie Soon also said ATM infrastructures are carrying predominantly non-ATM traffic like Frame Relay, video, and other multimedia type traffic, and is doing it very well. LARS' ATM products helps telephone carriers and ISPs add desperately-needed speed to their networks by connecting their networks to high bandwidth data lines. Echoing this need (for LARS' type of products), a panel of ISPs at the recent Spring Internet World Conference stated they are having trouble keeping up with bandwidth demand that is accelerating from a twofold increase per year to a now-tenfold increase per year. techweb.com Internet Demand Is Moving Faster Than Technology, Panel Says (03/16/98; 3:13 p.m. EST) By Jeff Sweat, InformationWeek Internet bandwidth demands, fueled by technology such as video and IP telephony, are rising so rapidly that backbone providers may not be able to keep up, a panel of ISPs and equipment vendors said Friday at Spring Internet World '98 in Los Angeles. The panelists, speaking at a keynote session, said Internet use is shooting up more rapidly than expected. According to Alan Taffel, vice president of marketing and business development at Fairfax, Va.-based ISP Uunet Technologies, the Internet used to double in size once a year, but now it's doubling every three to six months -- a tenfold increase per year. "We have to radically alter our backbone very, very regularly," he said. "We and everybody else are going to have a difficult time keeping up with bandwidth demand." LARS, it would seem, is positioned with the right products at the right time, which should bode well for near term revenue/earnings growth. Tulvio
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