Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 201.40

+2.3%

Dec 10 3:59 PM EST

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To: sepku who wrote (33893)	2/7/1998 5:44:00 PM
From: Sector Investor	Read Replies (1) of 61433

<<All the Street sees is the hulking shadow of MSFT looming over its rivals.>> And the same for CSCO over the other networkers. Truth is, they are powerful - but vulnerable too in certain areas. It looks like the CBX500 and GX550 are ahead of comparable Stratacom products. AS5300 is competition for the MAX but not the TNT - and not close to the higher density product in development. ASND has OC-3 F/R, CSCO does not. CSCO can't afford to move to switches too fast or lose the market for it's routers. And what about GE? While ASND is not in this market, CSCO brought Granite quite a while back, but where is the product? Still waiting for the standard (which just got delayed)? This isn't stopping others. BAY's Rapid City should have product out by now (not sure). COMS recently announced they were first out with GE - several months after MRVC had already begun shipping GE. For a while CSCO was rumored to be looking for a 2nd GE company (admission of failure?), but now I guess they are sticking with Granite. Just a couple of items that come to mind. I'm sure there are more.

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