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Technology Stocks : Cascade Communications (CSCC)

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To: bob zagorin who wrote (3207)3/31/1997 8:23:00 AM
From: Robert Scott   of 3743
 
"usrx makes modems not advanced access concentrators that compete with asnd". Yes they do.

Ascend's Max 4000 is a dog - 3Com, Shiva, Cisco beating it badly. Frame relay is slowing, high-end Remote access is owned by Ascend but being challanged, Broadband access is in its infancy. The only product of inmmediate relevance I can see that CSCC has that Ascend really wants is ATM switches. This is perhaps a good long, long term deal but in the near and mid-term is very bad for Ascend shareholders in my view.
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