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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (27783)	8/19/1999 3:53:00 PM
From: Techplayer	Respond to of 77400

Justin, the advantage in the first situation is clearly that Armstrong and not WCOM was involved. brian

To: JRH who wrote (27783)	8/19/1999 5:47:00 PM
From: JRH	Read Replies (1) \| Respond to of 77400

Something of interest: DSL modems gain momentum While cable modem technology currently is cheaper and more readily available than digital subscriber lines, a recent report indicates that DSL is working its way up to become the world's high-speed Internet connection of choice. According to a recent report released by Cahners In-Stat Group, worldwide ADSL (asymmetric DSL) modem shipments grew 59 percent sequentially in the second quarter of 1999. By the end of the year, modem shipments are expected to exceed 1 million. Currently, third-party vendors lead sales for DSL modems. In the second quarter, Alcatel led the market in ADSL modems shipped, with a worldwide share of 33 percent; Cisco Systems Inc. ranked second with 18.7 percent; and Orckit Communications Ltd. was third with 13.7 percent. But traditional PC retail vendors are expected to get into the market as well. PC giants such as Compaq Computer Corp. and Dell Computer Corp. already have voiced plans to incorporate DSL modems in future products. The cable modem market is growing too, though. In-Stat predicts the number of worldwide cable modems shipped in 1999 will surpass 2.6 million, still a considerable lead on ADSL. Cahners In-Stat Group, of Newton, Mass., can be reached at www.cahnersinstat.com.