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Technology Stocks : Proteon
PTON 7.240-3.0%11:19 AM EST

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To: Shroder Wertheim (Hijacked) who wrote (90)12/1/1996 12:31:00 PM
From: Maya   of 512
 
Hi Shroder, I recently bought some PTON based on some of my loose observations of the company and the market: 1) they seem very determined to be a remote access company and they have some success with their Globaltrouter; 2) Cisco and CS recently has dissoloved their relationship on routers so PTON may have a shot to get part of that business and 3) the price is right as you pointed out. My questions to you is somewhat unrelated to PTON but the market in general --- I was told there is a HUGE transition from 10 MBIT ethernet hub to 10 MBIT ethernet switches ... naturally all the big four will do well ... do you know any small players could benefit from this transitions ... you seem be quite knowledgeable about networking ... thanks.
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