Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.27

-2.4%

12:40 PM EST

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To: vegetarian who wrote (14392)	9/25/1997 11:27:00 PM
From: Potato Farmer	of 61433

Some of your facts need detail work. The "full" configuration for TNT with the highest density now available is 7 boards with 48 ports (modems) each, 336 total. (Ascend's pre-sales will verify this information). 180,000 ports is 180,000 / 336 = 536 TNT "shelves" (boxes). If the total value is $30 - 40 mm as Salomon indicated the value per box is $56,000 - $75,000. You are correct, the big players like UUNET will rarely ever place a less than full switch. If less than a full switch is needed for a remote POP then Max HP is a more cost effective solution. Pete F. M. Carter's note: So with 600 ports per fully populated switch, we are talking of about 300 TNT switches for 180K ports. For this order to be worth about 30-40M as Solomn indicated each switch should cost about 100K$; is that the cost of each TNT switch fully configured/populated? I don't see a reason why anyone would buy a not fully populated system unless those have to be placed in geographically distinct locations with less than full population per switch.

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