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

To: jhild who wrote (11964)	1/23/1998 5:52:00 PM
From: Moonray	Respond to of 22053

3Com, Bay Unveil New Products on Eve of Networking Trade Show Santa Clara, California, Jan. 23 (Bloomberg) -- 3Com Corp. and Bay Networks Inc. are rolling out new computer networking products and aggressive pricing on existing lines on the eve of COMNET, an industry trade show that starts Tuesday in Washington. Bay, the No. 3 networking company, cut prices as much as 30 percent on a line of switches that helped lead the company's turnaround last year. No. 2 3Com plans to ship a competing switch, a device that directs traffic on a computer network, plus another line of faster, more expensive products. Both companies are trying to hold onto their share of the large-business market as No. 1 Cisco Systems Inc. pushes out competing products. Although Bay and 3Com have a technological edge over their larger rival in some areas, analysts said it may not be enough to convince loyal Cisco customers to defect. ''The real question is how well they execute sales to those large accounts,'' said Martin Pyykkonen of CIBC Oppenheimer. Without a big difference in product performance, Bay and 3Com will find it hard to challenge Cisco's ''entrenched market position,'' Pyykkonen said. Also at COMNET, companies including Compaq Computer Corp., Microsoft Corp., Intel Corp., GTE Corp. and several Baby Bell local phone companies are expected to unveil plans for a new technology that will make it easier and faster to hook up to the Internet over regular phone lines Keynote speakers at the Washington, D.C., Convention Center include 3Com Chairman Eric Benhamou and Ivan Seidenberg, Vice Chairman and President of Bell Atlantic Corp. High Speeds The newest networking equipment will let corporate customers move information through their computer networks at much higher speeds and exercise more control over who can access the systems. Among the products unveiled by 3Com is a switch equipped with so-called ''gigabit Ethernet'' technology, which transfers data at speeds as much as 100 times quicker and a tenth of the cost of the fastest Ethernet switches now in use. When combined with so-called ''Layer-3'' switching, the newest technology used to route data on a network, gigabit Ethernet switches like 3Com's SuperStack II 3900 are expected to unclog the traffic jams that slow computer networks at many large companies. ''The old equipment is just too slow,'' said market researcher Tamm Dell'Oro of the Dell'Oro Group in Menlo Park, California. Although the market for gigabit Ethernet products is not likely to take off until late this year, it's expected to rise to more than $2 billion by 2000, according to market researcher Dataquest Inc. Cabletron Systems Inc., the No. 4 networking company, threw its hat into the Layer-3 switching ring last week when it purchased closely held Yago Systems. Another of 3Com's new product lines will compete directly with Bay's Baystack 350T, a fast Ethernet switch that Bay used to gain market share from both Cisco and 3Com after it was introduced in April 1997. Sales growth of the 350T slowed in the last quarter, however, and on Wednesday Bay cut its price in response to Cisco's competing 2900 series. Unveiled in December, the 2900s will begin shipping in February. Dell'Oro Group estimates that in the third quarter, the 350T had about 40 percent of its market niche. Analysts are waiting to see whether Bay can maintain that lead in the face of stiffer competition, and whether the new products on tap will make a dent in Cisco's market share down the road. ''That's the $64,000 question,'' Dell'Oro said. o~~~ O

To: jhild who wrote (11964)	1/23/1998 6:02:00 PM
From: DMaA	Read Replies (1) \| Respond to of 22053

Starr getting nowhere with Whitewater? He's gotten about 7 convictions so far. True he hasn't touched bubba yet but stay tuned.