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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (10967)	12/22/1997 11:42:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

Dell'Oro Group Projects Chinese Ethernet Hub & Switch and ATM Market Overtaking Japan's in Near Future 09:01 a.m. Dec 22, 1997 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Dec. 22, 1997-- China Sees Continued Growth in Ethernet (EN) LAN Switches: 3Com, Cisco & Bay Lead The Dell'Oro Group's 3Q97 Asia/Pacific Region Shared Hub & LAN Switch report reveals high quarter-to-quarter growth in 100 Mbps Shared EN Hubs (+29%) and 100 Mbps Switched EN (+100%), but moderate growth in 100+ Mbps ATM (+4%). 3Q97 Asia/Pacific market share leaders for high speed networking equipment are: Market 100 Mbps 100 Mbps 100+ Mbps Share Position Shared EN Switched EN ATM No. 1 3Com Bay Bay No. 2 Intel 3Com Cisco No. 3 Bay Cisco Xylan In the 100 Mbps Shared EN market, 3Com and Bay gained ground; Allied Telesis and Accton retreated. In both the 100 Mbps Switched EN and 100+ Mbps ATM markets, Bay surpassed Cisco and regained the no. 1 position during 3Q97. Although 10 Mbps Shared EN Hubs represent a majority of the total port shipments into the Asia Pacific region, its portion of overall ports shipped continues to decline: 1Q97 = 77%, 2Q97 = 71%, 3Q97 = 64%. The adoption rate of new, high speed technologies is greater in Asia than it is in North America and Europe. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. The firm's quarterly Asia/Pacific report provides in-depth data and analysis of the market's vendors, countries, and technologies. Vendors include 15 Asian and North American firms; countries include Australia, China, Japan, Korea, Malaysia, and Singapore. Technologies include Shared EN, Switched EN, and ATM. (See also: businesswire.com) You can stuff that......... Ahhh sigh, down to 10 expected.<g> o~~~ O

To: David Lawrence who wrote (10967)	12/22/1997 2:06:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 22053

1-Meg service deal enters final talks By Randy Barrett Northern Telecom Inc. and a small Chicago-based Internet provider, Megsinet Inc., are in final negotiations to roll out 1-megabit-per-second modem service in 10 U.S. cities. Megsinet plans to offer the service in Chicago, Cleveland, Detroit, Las Vegas, Los Angeles, New York, Philadelphia, Pittsburgh, San Francisco and Washington, D.C., by mid-1998. If the deal is finalized, it will represent the largest deployment of the experimental 1-Meg modem technology to date. "This blows away ADSL [Asymmetric Digital Subscriber Line]," said Megsinet Chief Executive Officer Mike Henry. "A customer can be on the Net and talking on the phone at the same time on one line." Mainstream modems today, by contrast, transfer data at rates of about 28,800 bits per second. Megsinet is currently a regional provider. However, the company recently raised $1 million in venture capital from Capital Cable Corp. in St. Louis, and Henry is angling for an additional $7.5 million from other investors to fund his expansion plans. Megsinet also has filed to become a competitive local exchange carrier, a move, Henry said, that will make it possible to offer the 1-Meg modem service to home users. He predicted the service will cost about $60 per month (including a phone line) and that the modems will retail for about $199. "We will be the first [competitive local carrier] out there that has this solution to go to a residential market," Henry said. Nortel officials would not comment on the Megsinet negotiations, but the company has announced that Internet service providers (ISPs) will be a central part of its marketing strategy for 1-Meg modems and the switches that support them. The system uses a variant of Digital Subscriber Line technology to offer high-speed access along with advanced call-routing capabilities over standard copper telephone wires. Earlier this month, Nortel struck a $20 million deal with New York-based ISP Transwire Communications Inc. to offer the 1-Meg service starting in early 1998.