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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: jach who wrote (15128)	7/17/1998 3:10:00 AM
From: jach	Respond to of 77400

<Thursday July 16 11:16 PM ET, Bay to build next-generation network for NYSE PC Week By John Madden, ZDNet Bay Networks Inc. will build the network that carries the New York Stock Exchange into the next century. The Securities Industry Automation Corp., the communications and transaction-processing arm of the NYSE, announced today it has selected Bay to provide a multiservice Layer 3 network that can handle IP applications such as voice and video. Future additions to the network could include digital voice capture and recognition of trade and quote information, as well as point-to-point and multipoint videoconferencing.>> --------- related to this, some quick anlysis of mkt space: LAN switch mkt - COMS and BAY with new products, COMS corebuilder won overall independence performance test; many prominent GB startups WAN switch mkt - asnd (CSCC) with 550 and FORE with 4000 , both new products with many large customers wins,seems that 550 has been extremely well accepted by SPs, RBOCs, and large ISPs; and 4000 very well accepted by large Enterprises (such as Microsoft) Access mkt - Lucent with their new portmaster 4 product, NT with their newly acquired Aptis product; both already won a number of customers; small vendors - ACC with their Tigris and with NewBridge backing had won some customers Router mkt - last 3 qtrs growth was flat and compounding to that with many IP route/switch vendors such as Juniper targeting to get a foot-hold It seems that real significant competitions are now in all these key mkt segments