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Technology Stocks : Cascade Communications (CSCC)

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To: Ken Woolverton who wrote (2678)3/5/1997 12:52:00 PM
From: Steve Lee   of 3743
 
Ken,

>>Further IMO, why did CSCO announce a sales slowdown ? Router sales are slowing, yet bandwidth demands are increasing. Where ? In the backbone. The backbone is the Frame Relay/ATM world of the future. Strengths--CSCC.

Not just router sales is slowing. The FR sales has been slowing significantly since Q496 (flat) due to a lot of corporates, Telcos and ISPs are moving towards ATM as backbone. unfortunatly, CSCC's stength is in FR not ATM. They are having painful product transition. On the oppsite side. STRM started the similar transition a year earlier than CSCC and now are enjoining the success in ATM sales.

Steve
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