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

To: jach who wrote (23801)	3/20/1999 10:28:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77399

jach, (non cisco)..sorry thread food for thought on Fore from Merrill lynch report 3/9/99 We recently finished our analysis of the December 1998 quarter market share data from the Dell'Oro Group and In-Stat. This note summarizes the key points from that analysis – a comprehensive report will be out shortly. Highlights are as follows: Based on projections from In-Stat, we have reduced our expectations for growth in the ATM LAN switch space in 1999 from 40% to 19%, and anticipate total revenues in this space to reach $990 million in 1999. We are reducing our expectations due to the rapid uptake of Layer 3 and Gigabit Ethernet switches. We estimate that Fore Systems (FORE, $14 1/8, C-3-2-9) derives 40-50% of their revenues from this segment, and would likely be impacted by a slowdown in the market. We also note that Fore recently purchased Berkeley Networks, a provider of Layer 3 switching equipment.