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To: Sector Investor who wrote (565)	11/18/1997 2:52:00 PM
From: DHB	Read Replies (1) \| Respond to of 1629

Bay networks cable news internetnews.com Bay Networks Introduces Cable Access Initiative [November 18] Bay Networks unveiled today its next-generation of networking computing solutions that provide Internet access over broadband networks. Its Generation 4 products provide two-way cable access for the enterprise as well as consumer markets, and incorporate support for the MCNS Data Over Cable System Interface Specification (DOCSIS). BayNetworks' Generation 4 Cable Modem (CM) and Cable Modem Termination System (CMTS) reflect the company's strategy to deliver highly scalable cable access products that will enable broadband operators to offer a variety of Internet services. The company also features its Optivity management tools that are designed to assist cable operators in the end-to-end monitoring of the Hybrid Fiber Coax (HFC) infrastructure and the parts that comprise it, including RF components, routers, switches, servers, and firewalls. Also included are solutions for managing cable modems, cable modem termination systems and user applications. "A top requirement for our customers is a management platform that can span the entire network to improve service delivery and better manage the back office. Management must be simplified so that one system ties the constituents together," said Karl May, vice president of Bay Networks Broadband Technology Division. "To meet this requirement, we've committed significant development efforts to tightly integrate our MCNS-based products with Optivity as well as the leading management platforms on the market today." Bay Networks plans to ship the first of these products in the second quarter of 1998.

To: Sector Investor who wrote (565)	11/18/1997 8:11:00 PM
From: blankmind	Read Replies (1) \| Respond to of 1629

Cisco CEO Eyes E-Commerce Boom techweb.com (11/18/97; 2:35 p.m. EST) By John Borland, TechWeb LAS VEGAS -- Cisco CEO John Chambers said Tuesday electronic commerce will top $1 trillion by 2001. Chambers, giving the keynote speech at Comdex/Fall, said e-commerce was accelerating and should easily outpace projections of $300 million by 2001. The networking giant alone estimates sales of $15 billion to $30 billion by 2001, said Chambers. "I think this is going to happen at a much faster pace if we stay on our growth curve," he said. Chambers, who was heckled at the beginning of his speech by a labor representative, said companies both large and small face a stark choice: adopt Internet technologies or die. "The companies who deploy these technologies will win," he said. "Those who don't will be left behind." Business-to-business sales will drive e-commerce and companies that take advantage of their networks will thrive, said Chambers, who was stumping for Cisco products. Cisco conducts 39 percent of its business via the Internet. The company, based in San Jose, Calif., has grown from annual revenue of $70 million in 1991 to $6.4 billion in 1997 making it the largest networking company. Chambers was mum on market share or projections for the next quarter.