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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Steve Porter who wrote (21264)	9/7/1998 8:28:00 PM
From: E_K_S	Read Replies (1) of 45548

Hi Steve: I agree with you that ATM would indeed be the "best" solution. You stated... "The next logical step for DTV is over IP/ATM. Why should I have seperate protocols, equipment and transmission lines for these..." Do you think AT&T and TCI see it this way? IF so who would make the ATM switches and other equipment for their digital network back bone? I understand that 3COM submitted a proposal to AT&T over a year ago for a digital (ATM) IP network design but was turned down as (1) too expensive and (2) too sophisticated ..... perhaps with the TCI deal this proposal may be revisited. (note: I heard this at the San Jose ATM trade show this year and confirmed by an engineer who worked on the proposal). I also heard that CSCO was selected as the primary vendor of equipment for the build out of the SPRINT digital network. Therefore, I would think AT&T would utilize a different vendor and design. From your understanding of 3COM technology, does 3COM have the leading edge ATM technology that an AT&T/TCI would buy into for their integrated digital network? Do their products provide for an "open system" design built around the latest ATM standards? EKS

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