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Technology Stocks : USRX /COMS - and other "stuff"

COMS 0.00130

-87.0%

Nov 7 9:30 AM EST

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To: Pullin-GS who wrote ()	6/6/1997 7:53:00 PM
From: Wigglesworth	of 5244

Ascend Nervously Confirms Shipping Pdt With 56K Modem Technology Dow Jones Newswires By Mark Boslet PALO ALTO, Calif. (Dow Jones)--Ascend Communications Corp. Inc. (ASND) said it has begun shipping its MAX line of remote access products with speedy 56 kilobit modem technology from Rockwell International Corp. (ROK). But analysts said they worry delays that had held up the shipping date will make the second quarter extremely back-end loaded. Ascend had struggled - and finally succeeded - to fix a software glitch in its MAX line that kept the modem from connecting consistently when users dialed in. Remote access products installed at corporations or Internet service providers handle call-ins from computer users. An Ascend spokeswoman said the company has started shipping its entire line of MAX remote access products with the 56Kflex technology from Rockwell. Ascend makes the MAX 4000 series and the more capable, or higher density, TNT line. But one analyst questioned whether the TNT line had actually begun shipping. It appears the TNT line remains held up by one undisclosed ''minor issue,'' said Joseph Noel, an analyst at Hambrecht & Quist Inc. Industry insiders said the software issue that plagued both the MAX 4000 and TNT products stemmed from Ascend's implementation of the Rockwell technology and not with the Rockwell modem technology itself. The Rockwell 56Kflex will compete with U.S. Robotics Corp.'s (USRX) popular x2 modem, which also operates at theoretical maximum of 56 kilobits per second in transfering data downstream to computers. The two technologies are incompatible and their dual existence has triggered a war for the control of market. Standards bodies are debating how to resolve the incompatibility, and Internet service providers are left to decide whether to support one or both. Ascend declined to comment on shipment volumes. But it was clear from market observers that demand for the 56K remote access products was strong. The question became one of whether Ascend could get adequate volumes of its product out the door in time for the close of its June quarter. Noel said he has never been more nervous about a quarter in the 2 1/2 years he has covered the company.

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