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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: Sector Investor who wrote (23689)	11/16/1997 6:40:00 PM
From: Larry J.	Read Replies (1) of 61433

<<<Ascend, Newbridge, and Cisco are all expected to gain incremental share in the market in 1997>>> <<<It's hard for me to see Newbridge gaining market share in 1998. The last I checked (Summer) they still had OC-3 solutions and no OC12 out yet, much less OC48>>> I agree. The above statement cited was from a mid-Sept. J.P. Morgan report. Current research suggests that Ascend is taking taking significant market share for the exact reason you mentioned. The infonetics research report released on 11/12 shows Ascend has achieved 23 percent marketshare of the worldwide Internet ATM market. I'm sure this came at NN's, and at FORE's expense. Goes on to say that since the study was released, Ascend has broadened its product offering for Frame Relay and ATM, introducing the GX550 "smart core" ATM Switch and adding multiservice capabilities- including Frame Relay and IP - to its CBX 500 ATM Switch. The GX550 is the first ATM core switch to deliver OC48/STM-16 speeds. According to Daniel E. Smith, Ascend's executive vice president and general manager, Core Systems Division. "We will continue to strengthen our leadership in Frame Relay, and we expect to make even greater strides in the ATM and IP space in the coming year" For the complete text: ascend.com Larry

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