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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: HammerHead who wrote (23680)11/16/1997 7:02:00 PM
From: Steve Morytko  Read Replies (1) of 61433
 
Ascend web site literature indicates DSLTNT integrates several different communications solutions into one box similar to the way the MAXTNT provides K56flex, ISDN, T1/E1 and frame relay. Downstream, toward the user, a provider (mostly RBOC's but private networks can play too) using a DSLTNT can deploy ISDN, T1/E1 and various flavors of DSL technology in the same box and upstream a number of connectivity solutions are available including 10/100Mb EN, FDDI, HSSI, etc. (but I don't see ATM or SONET - hello Cascade?). Service providers like this because it gives them the ability to sell a wide range of connectivity solutions and it's convenient and cost effective to serve them all from a single platform with high bandwidth uplinks.

The coming rollout of xDSL should be very important to ASND. It would be nice to see contracts with the RBOC's and WCOM. I'm new to the ASND thread but I do think they have a relationship with WCOM/UUNET/MCI? - powerful force in Internet connectivity. It might be easier to sell to customers familiar with Ascend.

Also, if there really is a market for Universal Serial Bus (USB) xDSL modems I'd guess 3COM will be there in a big way but that shouldn't affect ASND except to say that their box will talk to the users 3COM modem.
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