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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (3196)	12/16/1997 12:05:00 PM
From: WBendus	Respond to of 6980

It would stand to reason that GE swithcing products would carry higher margins than would hub/router product because GE switches are newer and have far less competition. Typically during a products life cycle, margins start out very high then decrease as new technology comes out and competition seeks to capture some of the market. To me, it seems that canabalization of hubs/routers by GE switches might almost be a good thing. When I get a chance I will make some inquiries as to the PMs of both GE switches and routers/hubs, unless someone else has the information handy and would like to share it. Wayde.