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Technology Stocks : Ascend Communications (ASND)
ASND 213.14-0.1%Jan 5 3:59 PM EST
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To: jhild who wrote (18976)10/25/1997 10:53:00 AM
From: Sector Investor   of 61433
 
<<I think that an important piece of missing information here is whether
these deals are dollar denominated.>>

I read somewhere that ASND trys for dollar denominated deals. It
probably is, but you never know.

<<So either NTT is really important to ASND, in which case these are
important issues, or this piece of business isn't all that big a deal
in which case, the hedging will be insignificant, but then the value
of the business itself will be as well.>>

I think the NTT deal IS significant. NTT was a new customer for CSCC
products. Those 150 B-STD 9000 switches base at around $150K, I believe,
but that is with 1 network interface module. Fully configured, those
switches have 14 network interface modules and the price is around
$500K or more. Also an unlisted number of older technology CBX-500
ATM switches (OC-12). There has to be other products and services
involved. They probably want ASNDs GX-550 ATM switches (OC-48 capable)
which was unnanounced at the time of the contract.

NTT is not about to build out a major portion of their network using
ASND products and then switch to another vendor's products midstream
as long as the products perform well and ASND keeps NTT happy with
service and support. This could be another UUNET type relationship in
the making.
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