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To: jim bender who wrote (46151)	1/20/1998 10:07:00 PM
From: Brian Malloy	Respond to of 186894

OFF TOPIC 3COM and BAY among others said they would be the first to ship Gigabit routers last year, according to them. Unfortunately, CSCO is shipping them now and making money. I'll stay tuned but I will not believe it until a major customer like an MCI or AT&T says they are buying one of these "100M Fast", "next generation HUB & Switches". But hey, in a vaporware world, anything is possible. For a little light reading. Backing the Bullies Earnings? Price? Fugget about it. Buy those ruthless companies who gladly kick their rivals when they're down. By Jim Jubak It's not crazy. Just downright mean. News on mergers is another hint. What company is buying smaller competitors or adding new products by acquisition while its competitors struggle? Notice how Cisco Systems (CSCO), for example, continues to buy small technology companies, while 3Com (COMS) and Ascend Communications (ASND) struggle. The company's December announcement of the acquisition of LightSpeed International, an Internet telephony firm, is just the most recent example. Scan earnings reports by companies in currently hard-pressed industries to see who is spending on capital equipment and increasing their research and development dollars during the bad times. investor.msn.com