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Technology Stocks : Ascend Communications (ASND)

ASND 197.10

+0.1%

1:24 PM EST

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To: Mr.Fun who wrote (57823)	12/4/1998 9:25:00 AM
From: The Phoenix	of 61433

Thanks for your perspective. I too have regular access to the analysts, their reports, and deal with the service providers daily...as well as vendors to these providers. My data is different than yours. Be that as it may, we can now agree to disagree. Bottom line is Data Collection 101 will tell you to NOT take data from multiple sources all with different reporting dates and to correlate them into a statement about a given market or segment. BTW: Where do you get the idea that CSCO wants to showcase the ATM switching product line? I think this is an important point and provides some perspective as to your understanding of CSCO's business. I'd like to hear your thoughts on this. Also, why do you think the only people that purchase ATM switching products are domestic SP's and for that matter SP's period. There are HUGE enterprise networks that purchase more ATM switches then do a large percentage of SP's. Should those be counted as a separate category too? Finally I agree with you on the 3600/2600 products. I applaud Del'Oro's efforts to break out a separate category, after all the products currently in the category are quite different. I'm sure that CSCO wouldn't care since that would make the RAC market look like a declining market. However, given that up to now a separate category did not exist, Cisco had no choice but to report these products as RAC's. So, it seems strange to me that Del'Oro qualifies CSCO's reporting to the RAC market given that Del'Oro does NOT currently have a separate category for "low-end RACs". I think it's a shame that a highly regarded analyst firm would position a weakness in their reporting structure as a problem created by CSCO - it's not, CSCO reported into the category that existed. I talk to 3600 product team almost every week and will ask them about your comment that Csco is "screaming bloody murder" re: this new segmentation. In discussions I had earlier this week the topic didn't come up. Name calling? I think you're getting sensitive. OG

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