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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

-0.8%

9:45 AM EST

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To: Joseph Pareti who wrote (29675)	1/8/1998 7:34:00 AM
From: Sector Investor	Read Replies (2) of 61433

<<- also, can you comment on ASND view of Gigabit Ethernet,vs ATM. I have seen an Intel white paper favoring the former for cost reasons and because of no learning curve>> Gigabit Ethernet (GE) is primarily an LAN space alternative to ATM. That's because most companies already use 10MB Ethernet, so upgrading to 100MB Ethernet (FE) and 1000MB Ethernet (GE) is a natural, low-cost migration path. Even shops using token-ring can easily put FE/GE in their network cores, instead of HAVING to move to ATM. In the WAN space, the situation is much different, where speed and Qos are paramount, and video/voice/data will be commonplace. There F/R and ATM will rule. GE is not even a consideration (I don't think). I recently posted a good Intel article on GE on News Only - it's worth reading.

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