Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.43

-0.2%

Dec 23 3:59 PM EST

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To: vegetarian who wrote (9229)	8/19/1997 1:36:00 PM
From: Sector Investor	of 61433

More H&Q excerpts EUROPEAN SALES It appears there is strong European demand developing for Ascend's products. However, we believe that Ascend is somewhat concerned about the timing of this demand. We believe there is a very strong possibility that the expected acceleration in European demand will not happen until the December quarter. JAPANESE SALES All indications are that Japan will be strong in the September quarter -- not only for Ascend's core products, but also for Cascade's frame relay and ATM products. We have found it surprising how Internet access services in Japan are dominated by the larger players versus the U.S. model that is much more fragmented. We believe this plays into Ascend hands due to the access densities of their products versus the competition. We believe that part of the future strength of ASND's Japanese sales will be the contribution made by NTT. It appears that NTT has selected Ascend as the sole source provider of frame relay and ATM backbone equipment to support NTT's rapidly growing Internet access and transport services. While details are just emerging out of different sources, and at this time, it is impossible to place a dollar value on this contract, we believe that the long term opportunity for Ascend is substantial. We believe that this will likely be the largest frame relay and/or ATM equipment contract that either Ascend or the former Cascade has ever signed. UUNET ACCOUNT We recently talked to UUNET and this account seems to be very secure for Ascend. We believe that the access side of the business will remain firmly in Ascend's hands. We also see additional opportunities for Ascend's GRF product at this account. Although not confirmed independently, ASND's management claims to now be operating the GRF at this account at OC-3 speeds (155 Mbps) and will be moving to OC-12 speeds over the next few months. We expect ASND to give Cisco a strong run for their money in competing for the UUNET backbone transit business.

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