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: drmorgan who wrote (16721)	7/20/1998 1:52:00 PM
From: Eric	Read Replies (1) \| Respond to of 22053

Derek This is a good move on 3Com's part. It's about time they get a fab going on custom chips and say goodbye to Intel! Eric

To: drmorgan who wrote (16721)	7/21/1998 10:39:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

Massive Growth Predicted In CLEC ISP Marketplace Newsbytes - July 20, 1998: 4:44 p.m. ET SAN JOSE, CALIFORNIA, U.S.A. (NB) -- A report just out from Infonetics Research predicts $936 million growth in network equipment expenditures by CLEC (competitive local exchange carrier) ISPs (Internet service providers) by the time the year 2000 rolls around. According to the report, entitled "CLEC and Cable Operator ISP Opportunity 1998, "the surge in growth will be fueled by an aggressive deployment of digital subscriber line (DSL) services by the CLEC ISPs in question. According to Infonetics, competition on the service provider front has become fierce since the passing of the Telecommunications Act of 1996. The study notes that incumbent local exchange carriers (ILECs) that once monopolized the local loop are now mandated to partner and in essence compete with the growing ranks of CLECs. Interestingly, the report also notes that the small but expanding number of registered CLECs are adapting to customer's requests and rapidly growing their customer base. CLECs are one of the fastest growing ISP segments, the report says, and the growth potential is tremendous. "CLECs are aggressively deploying DSL services," said Greg Howard, Infonetics' director of service provider programs. He added that of the 20 facilities based CLECs that the firm interviewed, 90 percent are rolling out DSL, "with most of the deployment happening this year". "We are going to see a significant spike in the demand for networking hardware. We are seeing major growth in the wide area network (WAN), customer premises equipment (CPE), and network management segments," he noted. Infonetics' Web site is at infonetics.com . o~~~ O