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Technology Stocks : Cascade Communications (CSCC)

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To: MMW who wrote (1975)1/30/1997 6:14:00 PM
From: matt kolodzie   of 3743
 
On Jan. 28, Mike Wu wrote: ...<Now, the market demand is changed. It required much better quality of
service, more features. The product has to change to meet the require-
ment. I suspect this might happening to them. CSCC recently addresses
QoS, and congestion control issues. I don't know if this is too late.
This is a good step forward to them for improving quality of product.>...

Mike,

I'm not sure that you have a handle on the "quality" issue:
"Quality of Service" (QoS) and "product quality" do not carry the same meaning, at least in the telecom / WAN industry. QoS is, in laymens terms, more of a product or feature in itself. Product quality deals with how well the product meets the Customers' needs, or whether the product meets specifications.

It is not correct to assert that just because Cascade is enabling the product with QoS, that it represents a change in the quality of their product, better or worse. The two are not related.

Further, my opinion is that the product quality level of Cascade's products (and service)(and support) must be (and has been for some time) at a high level. Their customer base (notably the RBOCs) demand high quality products.

For any who care, I'm long on CSCC - held since August of 95.

regards,

Matt
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