Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: June who wrote (13115)	2/26/1998 11:02:00 AM
From: H. Wai	Respond to of 22053

ATM Technology Powers Solar Eclipse Webcast. 3com.com

To: June who wrote (13115)	2/26/1998 12:52:00 PM
From: Moonray	Respond to of 22053

Fore's Sales of ATM Switches Boosted by Gigabit Ethernet Delay San Francisco, California, Feb. 25 (Bloomberg) -- Fore Systems Inc. said sales of its computer networking switches have increased since an international body delayed setting a standard for a technology used in its competitors' switches. Large businesses that buy new equipment this year to link computers into networks are expected to choose one of the two technologies. Asynchronous transfer mode, or ATM, switches let companies combine voice, data and video traffic on one network, while so-called gigabit Ethernet switches are cheaper, faster and less sophisticated. Chief Executive Thomas Gill said the company ''saw a definite uptick'' in ATM switching sales after a technical problem delayed a standard for rival gigabit Ethernet products. Fore holds a narrow lead over larger rivals such as Cisco Systems Inc. and Bay Networks Inc. in the ATM switching market and gets more than 80 percent of its revenues from those products. The absence of lower-cost gigabit Ethernet gear could benefit Fore at least through the first half of this year. ''This has widened the window of opportunity for uncontested ATM sales,'' said Ajay Diwan, an analyst with Goldman, Sachs & Co. who has a ''market outperform'' rating on Fore's stock. The market for both types of switches is predicted to grow to a combined $4 billion by 2000. Corporate network managers who don't want to delay buying new equipment until after the gigabit standard is set will likely choose Fore's ATM products, Diwan said. The standard, originally expected in March, now will be set no earlier than June. Three weeks ago, the Institute of Electrical and Electronics Engineers failed to resolve a minor technical problem that could limit the length of wiring used in networks equipped with gigabit Ethernet. Diway and other analysts said companies may choose a combination of both as they expand their computer networks. ''Eventually we will see a mixture of both technologies,'' said Paul Johnson, an analyst with BancAmerica Robertson Stephens. Gill, who declined to say how much sales of ATM switches have increased, made the comments at a technology investors conference in San Francisco hosted by investment banking firm BancAmerica Robertson Stephens. They left it up to you -- hurry up and set those standards June.<g> o~~~ O