Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 3:59 PM EST

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To: Steve Lee who wrote (13335)	9/18/1997 4:05:00 AM
From: sepku	of 61433

I don't think anyone can make a reasonable estimate of just how much the NTT contract is worth until the details are made public. The H&Q and ML analysts apparently believe the contract is worth "several hundred million". We'll just have to wait and see. >>>CSCO is still the largest supplier of NTT and has a longterm relationship with them.<<< Well it's a known fact that about 80% of the existing router backbone worldwide is Cisco equipment. So this comes as no surprise. However, routers are CSCO's strongest play. When it comes to frame-relay switching, ASND mops the floor with CSCO. And that's what this new NTT contract is all about. Whenever someone nails the biggest F/R switching contract ever, it's VERY significant. By the way, I also have CSCO shares from avg 18. Style Pts.

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