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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 (32680)1/31/1998 10:51:00 AM
From: scott maragioglio  Read Replies (4) of 61433
 
Gary,
I saw you pointing out the Cisco-U.S.West contract as a big victory for Cisco. I was wondering if you are aware that U.S.West has plans to buy a good portion of their capacity from Williams co. Williams is a bandwith provider to other carriers. Their entire network is based around the new Ascend ATM switch. The hype in the networking industry is unbelievable, 3com showed a big market share gain in RAS last quarter, but USRX was stuffing the channel for revenues. Should be interesting to see if that % drops off next quarter. I have to tell you ATM is hot in the carrier market right now, It's all I hear about.
And one name I'm not hearing that often is CSCO. The recent MAE contract w/WCOM ($5million) is one of the few. I spoke to an analyst after reading about that and she was at a loss as to how CSCO even won that. You also make it sound like Ascend has a couple RBOC contracts and not much else, ASND has relationships w/ NTT, AT+T,WCOM,several RBOC's,PSI NET,Williams, several european PTT's. ETC... Ascend is clearly the team to beat in carrier class WAN(which you can bet is the future), and for the first time CSCO is not #1 in a major and very important area. And for the first time there is no one that they can buy that is going to put them at #1.
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