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Technology Stocks : YURI ( YURI SYSTEM ) -- Ignore unavailable to you. Want to Upgrade?

To: riposte who wrote (736)	3/4/1998 3:44:00 PM
From: riposte	Respond to of 1181

Networking sector poised to rebound Found the following at: news.com The gains are predicted to be company specific, but the following caught my eye: Networking sector poised to rebound By Suzanne Galante Staff Writer, CNET NEWS.COM March 4, 1998, 12:10 p.m. PT Networking stocks may be coming back in to the high life again. [TEXT DELETED] ATM LAN switch, ATM WAN switch, and LAN switch segments were predicted by Merrill Lynch to be the fastest-growing data networking markets in 1998. The brokerage firm estimated also that those three segments account for 33 percent of Cisco's revenue, 84 percent of Fore Systems' revenues, and 34 percent of Bay's revenues. [REMAINING TEXT DELETED] Steve

To: riposte who wrote (736)	3/5/1998 11:18:00 AM
From: The Phoenix	Respond to of 1181

Thank you Steve, my point exactly. More of this to come over the next few months and into the future. The reality of multiservice on IP backbones may be a bit further out than on ATM but it's not THAT far out. Furthermore IP networks are in - worldwide - in a much bigger way than ATM backbones. Finally, as I've pointed out before service providers and customers/businesses understand and are more comfortable with IP today. This all said, ATM will still win some business and YURI may continue to do well. But, the environment is getting more difficult. Gary

To: riposte who wrote (736)	3/5/1998 11:35:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

Inter@ctive WeekMarch 4, 1998 3Com Reveals Voice, Data Integration Strategy By Joe McGarvey 10:30 AM EST Following the lead of chief rival Cisco Systems Inc., networking equipment maker 3Com Corp. this week delivered its long-term strategy for melding the discrete networks that carry voice, video and data traffic into a solitary, multiservice network. The three-phase strategy, which will be implemented over the next few years, calls for 3Com to continue to add intelligence and guaranteed delivery features to its networking gear. The ultimate goal, said Chris Lamb, director of business development for the enterprise business at 3Com, is to enhance traditional data networks to the point where they can take on the additional tasks of delivering time-sensitive fax, voice and video traffic. "In the past, the traditional LAN [local area network] business has worked by throwing bandwidth at the problem," Lamb said. "That no longer works. You need to start prioritizing real-time traffic over nonreal-time traffic." The three phases of 3Com's strategy are connectivity, intelligence and integration. The first phase, which 3Com has already initiated with the addition of voice-over-Internet Protocol capabilities to its Total Control remote access equipment and similar upgrades to its SuperStack and AccessBuilder families of enterprise routers and switches, involves providing simple gateways between the voice and data worlds, Lamb said. Data-to-voice connectivity options let corporations reduce toll charges for voice traffic and provide a relatively risk-free environment that allows network managers to experiment with adding telephony features to packet-based networks, Lamb said. If corporations experience problems or are uncomfortable with moving voice services to data networks, they can fall back to the public switched telephone network, Lamb added. Phase two of 3Com's strategy involves adding intelligence to the data network, enabling it to absorb more sophisticated telephony functions, such as those performed by a private branch exchange (PBX) device, Lamb said. The final phase, which 3Com will kick into gear sometime next year, calls for complete integration of a corporation's voice, video and data networking chores. According to Lamb, the ultimate goal of 3Com's strategy is to create a multiservice network in which the functions of discrete boxes, such as PBXes, voice-mail systems and interactive voice-response systems, would be integrated into data networking equipment.