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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.6%

3:59 PM EST

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To: Jeff Jordan who wrote (23667)	11/16/1997 2:06:00 PM
From: Larry J.	Read Replies (2) of 61433

Interesting article, unbelievable that there is no mention of Ascend. Looking at the products mentioned in Mavericks post (544 ASND- NEWS ONLY), new contracts are all very heavy w switches. CBX-500 - ATM Switch w Frame Relay and IP Service. B-STDX 8000/9000 - Multiservice Switch. (Frame Relay Switches) GX-550 - Carrier class ATM Core Switch (1st OC 48/STM-16 capacity) GRF - IP Switch (Carriers , ISP's) DSL THT - Multi DSL Concentrator MAX TNT - Multiprotocal WAN Access Switch. "The most recent Vertical Systems projection suggest that the carrier and ISP ATM market will grow at about 55% annually through 2000. Ascend, Newbridge, and Cisco are all expected to gain incremental share of the market in 1997." Carrier and ISP ATM Market Shares Company Projected 1997 Market Share % Newbridge 33% Cisco 22% Nortel 11% Ascend 8% Source: Vertical Systems Group, 1997 I think its obvious that the new and (pending)contracts all include a very large CSCC component. Should help dispel analyst's negative towards the merger. Larry

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