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To: John Stichnoth who wrote (19477)	1/27/1998 11:01:00 PM
From: pass pass	Respond to of 36349

I don't know. But think about the cost: Every user doubles his speed from 384kpbs to 768kbps, assuming costs him extra (a random number) $200 (so roughly $1 per 2kbps). The web-server must also double its pipe. If it was designed to allow 20 simultaneous hits, it needed 15.4mbps, now it needs 31mbps, if it's still $1 per 2kbps, the web-server must pay $8000, let alone to upgrade the server itself. Looks like mathematically prohibitive.

To: John Stichnoth who wrote (19477)	1/27/1998 11:29:00 PM
From: Gary Korn	Respond to of 36349

Great! Who supplies the backbone? Ascend (ASND) has 25% share of ATM core switching. Others big players include NN, NT, BAY and CSCO. Any increase in internet demand, such as through large-scale DSL deployment, is great for all of these players. Gary Korn

To: John Stichnoth who wrote (19477)	1/27/1998 11:36:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 36349

1998 YTD stock performance of selected networkers through Tuesday, 1/27/98: Stock 12/31/97 01/27/98 %gain(loss) ASND 24 1/2 28 14.3 SHVA 8 9/16 9.59 12.0 CSCO 55 3/4 59 1/4 6.3 LU 79 7/8 84 9/16 5.9 XIRC 10 1/16 10.47 4.0 WSTL 12 3/4 13 1/16 2.5 BAY 25 9/16 26 1/16 2.0 NT 44 1/2 43 9/16 ( 2.1) MADGF 3 7/8 3.78 ( 2.5) MRVC 23 7/8 22 13/16 ( 4.5) FORE 15 1/4 14 5/16 ( 6.1) NYX 277.83 260.78 ( 6.1) XYLN 15 1/8 14 3/16 ( 6.2) CS 15 13 11/16 ( 8.8) PAIR 19 3/8 17 9/16 ( 9.4) COMS 34 15/16 31 1/8 (10.9) TLAB 52 7/8 45 13/16 (13.4) NN 34 7/8 29 1/4 (16.1) Gary Korn P.S. FYI, I post this every evening on the ASND thread.