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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

3:59 PM EST

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To: HammerHead who wrote (23743)	11/17/1997 5:31:00 AM
From: A. Fineigler	of 61433

Layer-2 switching is expected to be the next great wave for WAN/LAN upgrades and network performance enhancement. Byte just completed a comprehensive performance review of L2S products with 10 vendors (32 were invited). Ascend was not in the list. Presumably they have no L2S product. Surprisingly, Madge Networks 3LS product blew away the competition by a wide margin and was named as being in a class of its own. Their 3LS won in all but one category and was close to best in the category it did not win. Cisco's products were just awful - not even close. Most of the rest fell somewhere in between, with Bay and Foundry getting honorable mention. Much as one hates to add to the gossipy buyout rumors abounding on the net, since Ascend is apparently (?) not a player in this emerging and expected-to-be-huge L2S market, perhaps they should/might buy Madge and leap to the head of that market ? AF

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