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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (28269)	12/18/1997 11:20:00 AM
From: Sector Investor	Respond to of 61433

Interesting prediction for 1998 from IDC: IDC believes that in 1998, there will be a shift of market power to ISPs. By 2000, ISPs will account for 51% of all WAN equipment spending, up from 36% in 1996. IDC predicts similar shifts will occur in server, software, and other IT segments. As a result, there will a surprising resurgence of market underdogs who uniquely support ISPs' large-scale requirements, notably Unix (vs. Windows NT), and Netscape (vs. Microsoft). "The ISP market will be a central battleground for server and software market share -- just as it is a make-or-break space for network equipment suppliers like Cisco, 3Com, Bay Networks, and Ascend," continued Gens.