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Technology Stocks : Ascend Communications (ASND)

ASND 200.84

-0.1%

12:34 PM EST

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To: Larry J. who wrote (28193)	12/18/1997 12:34:00 PM
From: The Phoenix	Read Replies (1) of 61433

Larry J. Here's an excerpt from an earlier message..... These are facts - not expectations.... >>In 1996, according to Vertical Systems Cisco had 16.1% share in the ATM market while Cascade was an "OTHER". In 1997 Vertical reported Cisco with a 19.4% market share with Ascend at 3.9%..that was behind NN (15.9%) NT (13.5), Fore - hah (11.9%), and Bay (4.6%) - now they're even behind BAY! Seems to me Ascend has a long road to hoe before it makes any headway here. Notwithstanding they were thrown out of AT&T because the product doesn't work. In the Frame Relay Market (as you call it) Cisco was reported to be behind Cascade(20% to 20.8% respectively) in 1996. In 1997 Cisco is #1 with 17% share versus only 13.1% to Ascend! That's a big drop for Ascend and represents only a $17M increase in revenues in a market that nearly doubled. True Cisco gave up some market share as well but still managed a 30% year over year gain in revenue. I should point out that the lost share is due mainly to a plethora of small vendors entering. This will eventually ring itself out. In frame rely carrier switches Ascend showed well but I'd suggest we sit back and watch that space - remember AT&T... In ISP switches ASND/CSCC went from a whopping 56% share down to 29.1%!!!! YIKE! This while Cisco went from a poor 10.4% showing in 1996 to a 22.6% share in 1997. And finally, in the Enterprise Switch market ASND/CSCC went from a 12.4% showing down to an "OTHER"! <<<<<<<<<<<<<<<<<<<<<<

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