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Technology Stocks : Ascend Communications-News Only!!! (ASND)
ASND 219.63-2.1%Feb 4 3:59 PM EST
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To: w2j2 who wrote (412)10/29/1997 5:09:00 PM
From: Maverick   of 1629
 
Interview w/ Eric, Part IX
UUNET are investors in Juniper because they are going to be a
large customer. And they're knowledgeable investors, having
already heard what Cisco could do for them and what Ascend
could do for them.

Q. Does the potential merger of WorldCom and MCI trouble
you in that these companies tend to choose strategic partners?

A. There's a bit of concern in terms of what they might want to
do with their network. But I believe this is more good news than
bad because I think this creates a telecom service provider that
can get the economies of scale required to stimulate the growth
of the market.

If you look at the various components of the new World Com, we
built most of the CompuServe network. We have several tens of
thousands ports into the UUNET Network. The MCI Dial
Network is probably our fourth largest dial network in the world.

MCI itself is offering all of their ATM service with our access
builderproduct name. family on premise, so we have very strong
relationships with all of the key players there.

Q. Let me ask you about two smaller competitors. Bay and
Cabletron have both undergone senior management changes.
What's your reaction?

A. Bay has done a good job creating a better, more competitive
product portfolio for the company. They had a strong customer
base, and a strong base of resellers, and if you couple this with a
better product cycle inevitably they can resume their growth. I
mean the market is there. So I wouldn't be surprised if they had
a resumption of growth over the next few quarters. However, it
takes more than just resuming growth to become a leader. They
have lost a lot of their image and relationships along the way.
There's enough left to make a viable company that delivers good
eturn to shareholders. But I think too much time has passed for
them to expect to become the number one in that industry.
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