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To: Kenneth E. Phillipps who wrote (2279)	11/2/1998 11:18:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 12823

Gilder says "networking business is going optical and the network access business is going to cable modems and wireless". What do you think? If this is true, who is going to benefit the most? Am I correct that Cisco has no significant presence in optical networking, cable modems and wireless? Ken To: nihil (786 ) From: George Gilder Sunday, Nov 1 1998 5:15PM ET Reply # of 796 3Com is a fine company and its Palm OS, now on digital cellphones, may turn out to have more users than Windows by 2003. But the networking business is going optical and the network access business is going to cable modems and wireless. Can anyone give me guidance here?