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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.5%Nov 21 3:59 PM EST

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To: uu who wrote (21207)11/5/1997 2:14:00 PM
From: Maverick  Read Replies (1) of 61433
 
Addi, and Sector. First a word of gratitude to Sector who provided free service by posting analysts' comment on ASND although some of us here may already have access to such info. This is what levels the playing field. Sector, ASND is not only number 1 in RA but also no. 1 in FR for ISPs and Carriers and gaining market share in ATM for carriers.
According to Vertical Systems Group ''ATM and Frame Relay Industry Update'' for 1997:
''Ascend, with the B-STDX 8000/9000 platforms, is the leading Carrier Switch provider. This
is the second year in a row that the Ascend products have led the market. We project Ascend
to capture 21.6 percent of the $913 million worldwide market in 1997. Ascend is also the
leading frame relay vendor in the Internet Service Provider switch segment, holding an
estimated 29.1 percent share of the worldwide market for 1997. The company's B-STDX 8000
and 9000 products have been installed in more than 20 ISP networks, including five of the six
largest ISPs.''

''For the second year in a row Ascend has taken the top position in the worldwide Frame
Relay market for both ISPs and carriers,'' said Malone. ''They have an estimated 21.6 percent
of the Frame Relay market for carriers, which has grown from $650.6 million market last year
to over $913 million in 1997. They also have the dominant share of the Frame Relay market for
ISPs -- 29.1 percent -- and that market has also grown significantly from $99 million in 1996
to over $249 million in 1997.''


Ascend was the first vendor to deliver Frame Relay to ATM Interworking and High-Speed
Frame Relay (45 Mbps) through its B-STDX family of multiservice wide area networking
(WAN) switches. The B-STDX family of switches delivers the industry's highest port
density and lowest cost per port. Support for Priority Frame(TM) in the B-STDX family
extends quality of service (QoS) to Frame Relay and allows network service providers to
expand their service portfolio with new classes of service backed by service level agreements
in a cost effective manner.

''In addition to the B-STDX products, Ascend's Core Systems division produces a
comprehensive suite of carrier-class products, including the GX 550 Core ATM switch, the
CBX 500 multiservice ATM switch, the GRF IP Switching Family and the SA Broadband
Access Family. These products are designed to provide cost-effective, intelligent and
scalable service capability from the core of the service provider backbone to the edge,''
continued Daniel Smith. ''The newly announced Navis architecture for network management
extends our market leadership position by enabling our service providers to offer a host of new
business services to their subscriber-base, and provide full accountability and control of those
services, while streamlining operations and lowering the cost of ownership.''
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