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To: username who wrote (30878)	1/17/1998 7:47:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 61433

yeah, maybe by the time I'm retired I'll understand about half of what these kids are talking about. I was having a real hard time. I'm tickled that it's helping you. I'm kinda worried about Style. I hope he didn't get stuck in the Bermuda Triangle on his yacht. When is he suppose to return? Glenn

To: username who wrote (30878)	1/18/1998 2:12:00 PM
From: Glenn D. Rudolph	Respond to of 61433

This is the first in a series of surveys of 50 MIS managers. The purpose of the surveys is to identify industry trends and gain insight from purchasers of data networking equipment. This report presents the results of the first survey conducted during December, 1997. Fundamental Highlights: <sum> An estimated 53% of survey respondents plan to increase their information technology (IT) budgets during 1998. Only 10% indicated that their IT budgets would decline compared to 1997. <sum> As a percentage of IT budgets, the median spend on data networking products will increase from 20-29% in 1997 to 30-39% in 2000. <sum> Increased bandwidth and improved security are key 1998 data networking priorities. MIS managers plan to increase their 1998 spending across the entire network, with an emphasis on switching. <sum> An estimated 80% of survey respondents purchased Ethernet LAN switches in 1997. Within the universe that purchased Ethernet LAN switches, about 84% purchased 100Mbps switches. This supports our forecast that the 100Mbps Ethernet LAN market will increase from $1.8 billion in 1997 to $3.6 billion in 1998. <sum> Cisco was the data networking vendor that was most improved in 1997. Looking forward to 1998, MIS managers plan to increase their spending the most with Cisco, by a 3-to-1 margin in terms of survey responses over its closest competitor. Bay Networks also received favorable responses in the survey. Comment United States Telecommunications Equipment/Networking 13 January 1998 Joseph J. Bellace First Vice President Mark J. Lipacis Industry Analyst Data Networking Survey of MIS Managers Reason for Report: Key Industry Trends Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department 437200/437197/437100/437000 RC#30201319