Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.80

-0.8%

3:59 PM EST

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To: Glenn D. Rudolph who wrote (35726)	2/22/1998 12:25:00 AM
From: Jack Whitley	Read Replies (2) of 61433

<<I do not believe so. LU does not plan to ship any of this new product until the 4th quarter. Therefore, it is vaporware at present. Deadlines are typically missed in the tech sector. Secondly, the new product by LU will need to be beta tested for close to a year prior to being implimented in large scale. This gives CIEN a 12 month technological lead on LU.>> You make a good point about deadlines being missed by tech companies, but as a customer of LU, I have seen them become much more aggressive since they were split from AT&T. It will be interesting to see how it plays out. They announced on 01/28 a WDM system offering 3.2 Terabits per second down an 8 fiber bundle (to ship, as you said, in Q498). This would be 4 times the throughput of the new 100 Gbps system Ciena is supposed to start shipping this month. Nortel is also hard at work in this area. I am not knocking Ciena, but they are getting company now from the players. I've stated before here that what worries me most (related to ASND)about this exponential increase in bandwidth in the core is that it will lessen the need for(and thus the value of) core switches. I mean, there is such bandwidth coming that it is not a scarce resource anymore and all packets can move efficiently enough without as much need for the traffic-flow optimization provided by switching. I am long ASND and making money, but do worry about this. Any thoughts on this from Glenn and the other smart NW people here ? jww

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