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To: Sector Investor who wrote (31267)1/20/1998 5:56:00 PM
From: blankmind  Respond to of 61433
 
from the conf call - thanks again gary:

Q: Matt Barazowskias: Competition on GRF with CSCO and smaller companies.

A: Bernie: The competition for 1998 will remain CSCO. They invest heavily. Smaller start-ups: Getting tough to break into ISPs and carriers, because have to integrate into big existing systems. So, it will stay tough for small guys to crack the carrier size ISP customers. Expect competition to remain CSCO in 1998. That is our focus.

Q: Matt: Is their a growing market?

A: Bernie: Absolutely growing. The GRF is a whole diff't level of performance. It is growing very, very fast. Well in excess of 100 pct. per year.



To: Sector Investor who wrote (31267)1/20/1998 6:01:00 PM
From: username  Read Replies (1) | Respond to of 61433
 
cue the tympani, and get the guitar amps warmed up.