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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST

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To: Dennis R. Duke who wrote (45724)4/29/1998 7:41:00 PM
From: Immi   of 61433
 
Dennis, thanks. I did check on the website, and VTSS has Tellabs/lu
as a major customer. They refused to discolse any other vendors name.
But I guess you gave me what I want to know. If CBX550/CBX500 is going
to boom at 60% growth rate, it is a no-brainer that VTSS will boom
along with it (in the WAN sector). Hence, VTSS is a good indirect
play on TLAB/LU/COMS/CISCO(LAN ATM)/ASND..... Bascially, it is the
only vendor which supports OC-48 chipset (GA). Regards, Immi
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