Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.5%

Nov 21 9:30 AM EST

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To: Harry Ehrlich who wrote (23663)	11/16/1997 1:12:00 PM
From: Larry J.	Read Replies (2) of 61433

<<<I believe the Cascade deal may have contributed to the slide>>> Probably, but conversely, Cascade may also contribute to ASND's rise: "The Frame Relay Market" from (J.P. Morgan - Equity Research) The latest Vertical Systems research projects that the carrier and ISP frame relay market will grow about 23% annually from 1996 through 2000, and recent projections from several other industry research groups project annual growth at nearly 30% annually. Ascend, via its Cascade aquisition, should remain the leader in the carrier and ISP frame relay market with a 24% share. Recently, Maverick posts that "CSCC is doing rather well leveraging ASND international channels and connections". I think its safe to say that the NTT deal was won in part due to Cascade frame relay, and that others will likely follow suit..........AT & T WorldNet, MCI, etc. Larry

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