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To: telephonics who wrote (236)	12/13/1997 8:10:00 PM
From: Yarek Szolomicki	Read Replies (1) \| Respond to of 1181

Thanks for an excellent analysis! In my opinion there is enough room for both technologies to co-exist. GE will likely be deployed, like you correctly pointed out in campus environment esspecially LANs with high throughput requirments. Anything to do with heavy imaging, film studios, engineering firms, etc. Existing UNIX systems will slowly start migrating to the WINTEL infrustructure (personally I think Sun might resemble Apple a decade from now). ATM is still faster than GE so it is likely so stay as the back bone aplication of choice. Regards

To: telephonics who wrote (236)	12/13/1997 8:15:00 PM
From: Keith A Walker	Read Replies (1) \| Respond to of 1181

You raise many good points in your previous note with respect to GE vs ATM. If I might add just a couple of comments from my limited knowledgebase in this area (will certainly check out the websites you recommended for further ATM info) a) GE vs ATM and the marketing battle: I believe 3Com is pushing GE, therefore, it may be that since they have more marketing muscle and can pump the journalists covering the story, the press is leaning toward GE as the winner. b) When ATM first became available it was rather expensive. More so than Fast Ethernet since I think it required rewiring networks with fiber versus coax. Infrastructure costs don't help the bottom line immediately, so the business case for ATM has taken a little longer to unfold. c) Now that the world craves video, voice and data on the same line and virtually instantaneously, I think ATM will take over as the most sensible and cost effective solution. d) Are you sure that the marketing report you referenced states that only $122 million of ATM equipment is to be sold? I would be suspect of that figure. Actually, I would believe it to be substantially higher, maybe closer to a billion.