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

To: George Coyne who wrote (38062)	3/6/1998 12:04:00 PM
From: FUZFO	Respond to of 61433

From 1998 predictions by IDC idcresearch.com "Will Cisco remain king of the hill in networking equipment? Will NT bury Unix? Will Microsoft defeat Netscape? Start asking the Internet service providers (ISPs). In 1996, public data network carriers accounted for only 36% of all WAN equipment purchases. With the rise of the Internet, public network providers are spending a lot more on equipment: By 2000, we predict that they will account for fully 51% of all WAN equipment spending. ISPs are also increasingly important consumers of other IT: servers, database management systems, Web server software, management tools, and so on. In 1998, as the power of ISPs over the IT market increases, we predict surprising resurgence of some market underdogs that uniquely support the Internet-scale needs of ISPs, particularly Unix (vs. Windows NT) and Netscape (vs. Microsoft). Conversely, we predict that Microsoft will crank up its efforts to recruit major ISPs to Windows NT and Microsoft's Web server software. Implication: If you're a major network equipment, server, or software supplier, you'd better know how to sell to ISPs and support their unique Internet-scale demands. ISPs will represent a central battleground for server and software market share - just as they inhabit a make-or-break space for network equipment suppliers like Cisco, 3Com, Bay Networks, and Ascend." Fuz