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Strategies & Market Trends : Tech Stock Options

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To: Pascal A. Mons who wrote (2643)6/14/1996 10:56:00 PM
From: Mephisto   of 58727
 
Hola, Pascal,

You really do get around! And you surf,too! You should try scuba diving.

I haven't had a chance to read your posts about the market. I wanted to tell you that I read on the Ascend thread that the CEO of Ascend said that he would bring out a few ADSL products by the end of the year. He said this on national tv. I haven't invested in Ascend stock, but I'm becoming more bullish on the company.

I also found the following article that I thought you would find interesting.

Ascend eyes Internet boost from NetStar

By Craig Matsumoto

ALAMEDA, Calif. -- The recent merger announcement of Ascend Communications Inc. and NetStar Inc. (Eden Prairie,Minn.) may prove a shrewd move in the battle for the Internet backbone.

The move would give Ascend a solid technology designed specifically for huge Internet Protocol (IP) networks, a critical weapon missing from the arsenal of industry leader Cisco Systems Inc. (San Jose, Calif.). At the same time, NetStar's $300 million would be a relative bargain, given the rise in valuations of networking companies since Cisco announced plans to acquire Stratacom Inc. (San Jose, Calif.) in a $4 billion deal.

Ascend's "IP switch" -- the hybrid product it plans to create with NetStar -- is an attempt to dislodge Cisco's stranglehold on the router market. Where Cisco was compelled to build for multiple networking protocols, NetStar has stuck to IP switching.

The result is that NetStar's GigaRouter can provide 2.5 million packets per second, several times more capacity than conventional routers can handle.

Fortunately for NetStar, networks worldwide are gravitating toward IP-compatible protocols for networks -- including Internet-access networks and so-called Intranets.

I have never visited Spain. I've read that American tourists have a hard time when they visit the country. Thiefs still their passports, traveler checks etc.

Hope you had a great time at the disco.

Best wishes,
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