Cascade Communications (CSCC) Message Board

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Technology Stocks : Cascade Communications (CSCC)

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To: steve harris who wrote (2641)	3/2/1997 1:34:00 PM
From: Glenn D. Rudolph	of 3743

Steve, Thank you for directing me to the Fortune article. Here is the sentence that made you believe CSCC is number 1 in ATM and also in frame relay. "Cascade as the market leader in Frame Relay equipment for both the carrier and ISP market segments, and market share leader in ATM equipment for ISPs." Note the fact that the leader in ATM is qualified to only ATM for ISPs. I believe ATM is used more in LAN rather than WAN and CSCC has almost no penetration in the LAN part of ATM. I am pro CSCC. Very long in that position but was skepticle of the qualification in CSCC's press release. I believe CSCO, COMS and FORE sell more total dollars in ATM equipment than CSCC. Maybe not to ISPs. I'd be happy to be corrected if I am incorrect in this statement since I am also long in FORE and COMS indirectly through USRX. I am a skeptic when one qualifies a leading position as did CSCC in this press release. Either you lead in that technology or you do not. Glenn

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