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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: mr.mark who wrote (13678)	2/3/1998 5:04:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 45548

biz.yahoo.com Basically in-line (1c above) with estimate, 32 consecutive quarters revenue and earning growth. aC

To: mr.mark who wrote (13678)	2/3/1998 10:29:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

News about Newbridge, hope it'll help coms too : ******************************************************************** "BT Earmarks $490m For Big Bang Network Upgrade To Meet IP Demand" By Sheridan Nye 02-FEB-98 British Telecom Plc. has embarked on a œ300 million ($489.75 million) expansion of its multiservice platform, CellStream, in a move designed to meet spiralling demand for high-speed IP-driven services. The investment will increase CellStream's current 17-switch network to over 100 by the end of the first quarter 1999, with supplies from Newbridge Networks through primary contractor GPT. A further 80 - 100 will follow during 2000. Roll-out will start with "a big bang" of 30 to 40 switches by mid-1998, according to Paul Excell, program director for Cellsteam, before ramping up to a rate of three or four per week. The sheer scale of the expansion will allow BT to extend points of presence into practically every industrial center in the UK, as well as addressing capacity, said Excell. The ATM-based platform, which supports Switched Multimegabit Data Services (SMDS), Frame Relay and IP, will also position BT to exploit the growth in residential IP," he added. BT is investigating the integration of other existing networks - such as its Cisco-based platforms - into CellStream as, well as spending œ8 million to œ9 million to tackle the resulting network management headaches. BT's ambitions for CellStream program show the company is looking ahead to supporting high-speed Internet access technologies such as ADSL, said John Matthews, principal consultant at Ovum in London. But the more significant driver is the large corporate market where high-speed IP is set to predominate within just a couple of years, according to Ovum's report The Future of Broadband Networking: ATM vs TCP/IP. "ATM remains a good core network technology," in enabling the user to employ a range of services at the edge of the network, said Matthews. "But there was a lot optimism about [end-to-end] ATM three to four years ago which hasn't materialised in the marketplace." Some carriers still "bang the drum" for ATM as an access technology, said Matthews, with Deutsche Telekom among those with high investments. The German telco is also used to dictating which technologies customers should adopt," he said. Others have been taken aback by IP's growth rate at "way beyond the sort of growth rate the telcos are used to." Mang