Ascend Communications-News Only!!! (ASND) Message Board

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Technology Stocks : Ascend Communications-News Only!!! (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Marcel who wrote (1213)	2/19/1998 8:28:00 PM
From: Maverick	Read Replies (2) of 1629

In 97 vs 96, CSCO gains RAC mkt share by 4.9% pt and others gains 1.9% pt at the expense of COMS (-5.3%), ASND (-3.8%), SHVA (-1.4%) - not just ASND alone. In the RAS, ASND gained 4.8% pt and its rev grew 33.3% while everybody else's rev decreased including CSCO whose rev decreased by 7.6% which is astounding given that CSCO dominated the LAN space (RAS is used in corporate/enterprise NWs). "We expect the remote access concentrator market to post strong results in 1998 as vendors add signaling system 7 (SS7) and Voice over IP (VoIP) support to their mass dial-in platforms and carriers accelerate their deployment of carrier-class, dial-in platforms.", said George Hunt. [ASND is going to announce TNT & TNT II w/ VOIP & SS7 capability enabling TNT to act as both RAC & Internet gateway for VOIP. COMS' VOIP RAC will be available in 3/98. CSCO hasn't announced its own yet].

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