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Technology Stocks : OLCMF -- Olicom A/S

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To: Bradley W. Price who wrote (17)	4/11/1998 2:46:00 AM
From: Bradley W. Price	Read Replies (1) of 46

This looks really interesting: nwfusion.com especially <<Token Ring has lost the battle with Ethernet. There is no reason to revisit that decision with a rematch between Fast Ethernet and 100M bit/sec Token Ring. Token Ring will always cost more than Ethernet. And hy invest in a backbone technology that is designed to support ONLY a dying market? The advent of Token-Ring switches took soooo long that most major users have already begun their transition strategies to Ethernet, Fast Ethernet, Gigabit Ethernet or ATM (if not at the desktop, then certainly in the backbone). Finally, the backbone network decision is going to be influenced and dominated by the major backbone vendor. In this case that would be Cisco. And Cisco already has a fine backbone infrastructure (not the best technically, but the best from a market domination perspective). By default, Cisco will control the uplink into the backbone. Cisco is not a Token-Ring shop, so why in the world would anybody want high-speed Token-Ring uplink technology? Instead, Cisco will provide its own Token-Ring/Fast Ethernet translation for those users that need it. And guess what? It works. This is not to say that the market for Token-Ring switches is completely dead. Far from it. Although the market was under $150M worldwide in 1997, we expect it to accelerate rapidly in the second half of 1998 as many smaller Token-Ring shops begin to move to low-cost switches ($200 to $300 a port) to upgrade their aging LANs. But look for Token Ring to really take off when Cisco (using Olicom hardware) aggressively goes after conservative corporate America with switching products that link all those low-powered Token-Ring LANs to Fast and even Gigabit Ethernet backbones.>> <ggggg> bp

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