Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.11

+1.9%

1:38 PM EST

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To: sepku who wrote (13298)	9/17/1997 6:42:00 PM
From: Steve Lee	of 61433

>>The company is looking towards a busy 4Q and just nailed the long awaited NTT contract...one of the biggest in the industry, and the largest ever for ASND. You are kidding yourself. Do you think the NTT contract will account for several hundreds millions $$$ for ASND? No way!!! Read the detail of the press release again. Here is the quote, "Over the next three years, more than 150 Frame Relay switches and a number of ATM switches will be used as the backbone to enhance NTT's domestic Frame Relay network....". In the highly competitive networking market especially for such a big deal, they have to put a huge discount to beat out other competitors. Let's assume they will be able to sell the B-STDX 9000 frame relay switch at $100,000/ea in average, you will get a total of 15 million $ + those $$$ from CBX 500 ATM, all together are still far less than ASND's quarterly rev. And don't forget this is a three years contract, not for just a quarter. Regards

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