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Technology Stocks : Ascend Communications (ASND)

ASND 217.34

-1.5%

1:07 PM EST

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To: Potato Farmer who wrote (14486)	9/25/1997 11:38:00 PM
From: Sector Investor	of 61433

<<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.>> First off the Salomon numbers were for 100,000 ports whereas the actual release is 170,000 ports, so the numbers should be adjusted higher. The news release leaves much to be desired from an analysis point of view. First they said 170,000 SWITCHES - then changed to 170,000 ports. There is no actual mention of TNT box purchases. Is this just additional capacity to existing TNT boxes, or are these new TNTs? No way to tell, except as you say they probably rarely place less than a full switch. Perhaps a clarification will come out of tomorrow's Montgomery conference.

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