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Technology Stocks : Ascend Communications (ASND)

ASND 202.23

-4.2%

Dec 2 3:59 PM EST

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To: Glenn D. Rudolph who wrote (28671)	12/25/1997 10:45:00 PM
From: hitesh puri	Read Replies (2) of 61433

I have seen two analyst reports recently confirming from their sources that they (Ascend/Cascade) indeed have been chosen by AT&T to supply the equipment to build the internal backbone from them. Beat out NN and CSCO. It has not been announced by the company officially yet but then we knew about the NTT deal and the TNT problems (in a nasty way) before the company confirmed their existence. Another point I might add is that Cisco can charm the heck out of corporations and sweet talk some enterprise deals involving LAN switches,RACs out of the competition pockets (since they already have the core product,routers, being sold to them) but when it comes to RBOCS and major ISPs its price/performance and technology leadership that wins. And despite recent stumbles I have yet to see Ascend/Cascade choke for too long and lose customers there. Look at it, in the worst period of the company they closed big deals with UUNET, NTT and now AT&T. Forget the momentum investors but that tells me to give them another chance. -hitesh

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