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To: Tim McGee who wrote (29168)	3/23/1999 5:25:00 PM
From: hitesh puri	Read Replies (1) \| Respond to of 45548

They kicked us small guys out !!! The f***ing link to the simulcast on their website does not work now. It was till 10 minutes ago. Looks like management prefers a flogging by the analysts in private. -Hitesh

To: Tim McGee who wrote (29168)	3/23/1999 5:27:00 PM
From: hitesh puri	Read Replies (1) \| Respond to of 45548

We are back on. Looks like they heard me. -Hitesh

To: Tim McGee who wrote (29168)	3/24/1999 9:51:00 AM
From: Moonray	Respond to of 45548

Networking Market to Grow 15.5% in 1999 According to Cahners In-Stat Group Business Wire - 08:02 a.m. Mar 24, 1999 Eastern NEWTON, Mass.--(BUSINESS WIRE)--March 24, 1999--The networking equipment market grew 17.7 percent in 1998 over 1997 and is expected to grow 15.5 percent in 1999, according to a recent research report by Cahners In-Stat Group. The rate of growth for networking equipment will slow slightly in 1999 due to softening demand in Q3 and Q4 caused by the purchasing freezes of Y2K wary enterprises. However, Cahners In-Stat Group expects the overall impact of Y2K on the networking equipment market to be minor, resulting in slightly negative growth of 1.8 percent in Q4 1999. The new report also found that: -- North America continues to drive networking revenues with $16.5 billion in 1998. -- The top three vendors, Cisco, 3Com and Nortel Networks, represented 50 percent of revenues in 1998. -- Cisco ranks number one in revenues with 29.2 percent market share, an increase of two percent over 1997. -- Revenues in 1999 will be driven by LAN switching, access concentrators and ATM WAN switching. According to Cahners In-Stat's Networking Group, the emergence of traditional voice equipment vendors and the frenzy of acquisition activity that began in 1998 will change the playing field this year and in to 2000. As service providers, both traditional and non-traditional, continue to build out multiservice IP infrastructure, vendors with both the expertise and the channel to these high dollar customers will emerge winners. The report, State of the Networking Equipment Market 1999, No. WN9902MS, includes worldwide market shares for 1998 and network equipment sales forecast for 1999. Cahners In-Stat Group is a high-technology market research firm with comprehensive understanding of computer and convergence, networking, wireless, telecommunications, Internet and semiconductor markets. Headquartered in Newton, offices are also located in Scottsdale, Ariz. and San Jose, Calif. Cahners In-Stat Group is part of Cahners Business Information, the largest publisher of specialized business publications in the United States and a division of Reed Elsevier. Visit Cahners In-Stat Group online at cahnersinstat.com. Copyright 1999, Business Wire o~~~ O