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Technology Stocks : Ascend Communications-News Only!!! (ASND)
ASND 210.50+0.5%Nov 21 9:30 AM EST
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To: bob zagorin who wrote (681)12/9/1997 5:38:00 PM
From: Maverick  Read Replies (1) of 1629
 
service provider infrastructure is where the growth is
Cabletron next week will continue trying to reshape itself into a
lower-end equipment supplier by announcing
10/100-megabit-per-second Ethernet switch modules for its
products. These include a 26-port module for the MMAC-Plus,
which is being renamed the SmartSwitch 9000 to match the rest
of its product line. The module sells for $16,995.

Cabletron also is unveiling a 16-port version for the SmartSwitch
6000 that will ship next month for $8,995.

Although Cabletron faces its own obstacles -- including a new
CEO and the recent acquisition of Digital Equipment's
networking operations -- both 3Com and Cabletron are
competing against Cisco, which is finding success at their
expense by selling turnkey networking systems.

They're also not targeting the service provider infrastructure as
much as San Jose, Calif-based Cisco, and that's where the
growth will be, said Roxane Googin, an independent analyst in
Jackson, Wyo.

"I think it's interesting that the bidding war for MCI is happening
at the same time that these companies are having problems," she
said

Mav's note: CSCC is gaining market share against STRM (Stratacom) in the infrastructure arena with OC-12/48 GX550, multiservice CBX500. The OC-3 BSTDX should help ASND gain even more market share in ISP and telco.
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