Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: The Phoenix who wrote (32537)	1/29/1998 11:56:00 PM
From: Matt Meagh	Read Replies (1) of 61433

You seem to be very knowledgeable about the markets in which Ascend competes. Could you favor me with further explanation of a couple of comments you made in response to Gerard's statement: "1. Stratacom is getting beat by cascade. They need to bury that mistake." First point of clarification - You state "Ascend/CSCC has never really done anything in switching outside of domestic RBOC's... No IXC's, very little (if any) international presence and ZERO in enterprise." I thought they recently (6 mos. ago?) signed a huge deal with China's telephone co. (Shanghai Tel ?). Was this not for switching equipment? I forget the size of the deal, but for some reason 200-300 million comes to mind. Second, You state "I think your comment is very VERY weak.... more than that it's WRONG. The numbers demonstrate this clearly." You must have some pretty compelling numbers to show that Stratacom is NOT getting beat by Ascend. Could you please repost them or tell me where I can see these numbers. You may have already done so, and I just missed them, so I apologize if this is repetitive. Thanks in advance, Matt

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