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To: Serge Collins who wrote (9882)2/26/1999 8:15:00 PM
From: Doug  Respond to of 18016
 
S.C: From post # 9848 we have "Well, if you look at FORE, it had a good day today, so there doesn't seem to be that much concern over there about price erosion."

Apparently you have now suddenly observed severe pricing pressure in the ATM market that has hit FORE today.

It would be extremely nice of you to point us our to that Alert so that we can save ourselves that massive Hit that you know will now impact NN.



To: Serge Collins who wrote (9882)2/26/1999 8:21:00 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 18016
 
Serge, there is dramatic difference between LAN ATM and WAN ATM.
ATM will never be dominant in LAN space, where ATM is already a standard for backbone networks.
Also, Fore may be force to cut prices to get to WAN ATM market, the area where they have little presence.Small FORE can not effect prices in WAN ATM market.
Talk to big company to find out if there is any price presse, before you make any conclusion.

Regards
Zbyslaw