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Technology Stocks : Cascade Communications (CSCC)

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To: Glenn D. Rudolph who wrote (3648)5/25/1997 9:30:00 PM
From: Mike Feinstein   of 3743
 
The one area of significant market consolidation is in the area of high-end access concentrators. Ascend makes the Max TNT, which is the market leader. Cascade has the AX line, which was just getting started in the market. No other real competition exists for these high-end remote access concentrators, although others like Cisco, 3Com, USR, Shiva, and Bay all try. The removal of this competition may be one reason why the FTC is hesitating. However, there is so much other concentration going on in networking with Cisco dominating almost every segment and the 3Com/USR merger going through that I believe that Ascend/Cascade will almost certainly happen.
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