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Technology Stocks : Ascend Communications (ASND)

ASND 201.40

+2.3%

3:59 PM EST

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To: Glenn D. Rudolph who wrote (29005)	12/31/1997 12:20:00 PM
From: hitesh puri	Read Replies (1) of 61433

Immi/Glenn, I too have been in COMS and ASND for about a year, thanks to USRX and CSCC. I hated ASND, not because of the company but because of Mory and his lame USRX bashing tactics. You see at that time USRX was the main competition and with X2 Ascends thunder was beng stolen. So this young and immature CEO (he might be great technically but sure a lousy CEO)would downplay every USR release. Little did I know that in 5 months I would be hostage to his tactics with Wall Street which would hurt me. When 3Com acquired USRX my first thought was that now Ascend must be shuddering with this combination and lo behold they merge with CSCC in a month. Now the funny thing is that Mory shot himself in the foot by blabbing too much bullishness at the wrong time. I feel to a large extent that the failure of the introduction of the 56k modules for the MAX family was a result of bad chips from ROK and European delays not Ascend. But where Ascend failed was blowing the horn too much when crossing a hospital zone. That irked the Big Boys who hate gung-ho CEOs (specially the ones whose CC is hard to understand). Now from what I heard internally from Ascend engineers was that the other place Mory botched on was abandoning the more advancedand robust Cascade AX carrier class RAC series in favor of the TNT. Now they are using the AX series as a background for the TNT-II design. Now when that is announced expect a serious product enhancment. Not like the improvement Cisco made in its AS5300 over AS5200. Notice how everything is quite about AS5300 from Cisco ? All the tests I have seen performed on all the RAS have given the AS5300 a so-so rating behind the TNT and Total Control. Actually the Total Control is not even looked at as a seious carrier class RAC. The features that the TNT offers is amazing in terms of managing, monitoring and troubleshooting RA accounts. So in the end, as of today I look at 97 as a wash year because both COMS and ASND in my opinion were going through their adolescent years and were very bad and naughty. Cisco is mature as a company and specially the management. But technically COMS and ASND are neck to neck with it or even ahead in some cases. Points in case: Gigabit LAN and multiGigabit WAN switching, Layer 3 switches (which makes buying a traditional router from CSCO a joke) and next generation Remote Access products for major ISPs. To 1998 and beyond. As Mr. Costanza would say: May the Networkers rise like a Phoenix from Arizona. And may the ISPs and phone carriers open their purses. Its amazing how Wall Street has completely forgotten a hot company like Cascade (which Cisco desperately wanted to own but had to settle for STRM when turned down. Now in a classic case of sour grapes Cisco always says that we wanted someone local in the Bay area not from across the East Coast). They still think Ascend is a Remote Access product company only just they way they think COMS makes NICS and modems only. Similarly the day might come when they could shun Cisco simply because they are a router company and the growth in that segment will be anaemic. -hitesh

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