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Technology Stocks : Ascend Communications-News Only!!! (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (1164)	2/10/1998 11:07:00 PM
From: DHB	Read Replies (1) \| Respond to of 1629

taken fron CSCO thread no mention of asnd even w/ATM Message 3391147 How's this for subtle: unedited excerpt from Goldman Study Says Technology Spending To Rise In '98 A strong 71% of respondents to the survey conducted by Goldman Sachs and Computer Intelligence expect to increase spending on data networking by at least 6% to as much as 20% or more in 1998. Fifty-one percent of technology executives at these large corporations mentioned Cisco Systems Inc. (CSCO) as their primary network supplier, compared with 17% for Bay Networks Inc. (BAY) and 13% for 3Com Corp. (COMS). These buyers also favored asynchronous transfer mode, or ATM, gear for local area network backbones over gigabit Ethernet, contrary to the popular notion that gigabit Ethernet is gaining broadly in this market. However, standards-compliant gigabit Ethernet products are to become widely available in the second half of the year and that could draw more interest to the category. The survey also found that 42% of respondents planned to use Ethernet ports integrated on computer motherboards rather than as separate network adapter cards, a negative sign for adapter-card makers such as 3Com. interactive.wsj.com

To: blankmind who wrote (1164)	2/12/1998 5:30:00 PM
From: Maverick	Respond to of 1629

EARTHLINK NETWORK INC. (ELNK) 38 5/8 CLOSED. Shares of Internet access provider are expected to be on the move again this morning as the company has reached an agreement with Sprint Corp. (FON ) to sell 30% of the company to this major long-distance telecommunications provider. Already shares of ELNK are quoted on Instinet as high as $43 a share. According to the press release, Sprint is said to be paying $180 million for this stake in EarthLink, providing this fast growing access provider with a well heeled partner. This deal seems to be a major coup for this very aggressive Internet provider as the arrangement will allow EarthLink to obtain Sprint's Internet Passport customer base, along with branded marketing and distribution channels, and a five-year commitment from Sprint to provide a minimum of 150,000 new customers per year and access to Sprint's data network. This latest move places EarthLink in a better position to compete against behemoth America Online (AOL 109), just two days after AOL decided to raise prices for its services. This price increase prompted EarthLink to quickly respond by offering its "Get Out of AOL Free" program which is intended to attract disgruntle AOL customers now that AOL has decided to hike prices. As mentioned before, management at ELNK is thinking on their feet and willing to give AOL a run for their money. While EarthLink is still small potatoes to AOL, their aggressive management strategies suggest that this company will be around for the long-haul and generate value for its shareholders. The news that Sprint has decided to buy into EarthLink is just a reflection on how focus management is in keeping the company moving forward with alliances that can have an immediate impact on its revenues.[ELNK has been an ASND's customer of the MAX family] From Briefing.com