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Technology Stocks : BAY Ntwks (under House)

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To: Ishmael who wrote (6672)6/18/1998 5:15:00 PM
From: Doug  Read Replies (1) of 6980
 
Ishmael: That was quick and prompt. Thanks a lot.Now for my supplementaries if you will permit.

a: What percentage of the total dollars are likely to be spent by the Enterprise, the ISP and the Telcos this year 98 and in 99.

b: Is remote access better served by Gigabit Ethernet or MPOA ATM. and
which of the 2 offers better growth to an Investor.

c: Are Countries in Asia likely to jump the wire stage and move to Wireless directly.

d: Will FPGA based switches eventually replace all Routers.

e: Do we need further consolidation at the 2nd tier level.

I shall look forward to your reply.

Thanks.
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