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Technology Stocks : ACT NETWORKS -- Ignore unavailable to you. Want to Upgrade?

To: TWC who wrote (2119)	11/17/1997 8:17:00 AM
From: Oscar	Read Replies (1) \| Respond to of 2326

You wrote, "ANET is not really suffering as much as people think. If you read their 10q, their frame relay access products sales are increasing. It is the research and acquisitions cost that are killing them. According to the 10q, their sales are not too bad." I'm sure the 10Q has lots of information but as a former employee, my perspective is 180 degrees different from your conclusion. While their FRAD sales are increasing, they are not increasing as much as the market for these products is increasing. In other words, ANET is losing market share. The research and acquisition costs are 2 separate costs. Acquisition has seriously damaged ANET via the Dynatech and Sourcecomm acquisitions. Research - development - is essential and has been underfunded, IMO. Oscar