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Technology Stocks : CSCO, COMS, BAY

CSCO 72.34

-2.9%

Nov 4 3:59 PM EST

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To: Gary Walker who wrote (18)	5/8/1996 8:13:00 PM
From: olduser	of 135

Regarding your comment on ISDN being being old in a few years, My first modem was a 300 baud deal that was state-of-the-art in it's time. Since then, we've gone up to 28.8 on analog and ISDN goes to 128K but, ISDN hasn't effected the sales of 28.8 analog modems (look at USRX). My point is that there is a cost associated with speed and a very high percentage of businesses and individuals don't just go out and buy the latest and greatest. There will be lots of room for ISDN and Analog devices right along with the new stuff. The Internet and WAN areas have huge growth poential. While everyone's talking about this "bleeding edge" stuff, we've determined through some seminars that over 70% of small to medium business people have not even seen a WEB page, let alone considered ISDN or other technology. Lot's of room for all to enjoy profits.

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