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Technology Stocks : Ascend Communications (ASND)
ASND 212.29-2.2%Nov 19 3:59 PM EST

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To: Glenn D. Rudolph who wrote (35803)2/22/1998 11:49:00 AM
From: Gary Korn  Read Replies (3) of 61433
 
Glenn,

I'm hoping that we near 36,000 as you return home from the movie, so that you can claim it. I really don't care about it.

As for CIEN: As I understand things, DWDM speeds up fiber to something akin to a bullet train. Far too fast for electrical switching, but great for carrying just tons and tons of data.

There are then a few mega-stations at which the bullet train stops, letting off a great deal of data. At these stations, there is some combination, perhaps, of optical and electrical switching.

In any event, the data has to get funnelled into smaller and smaller streams, where electrical switching takes over.

As a supplier to the TELCOS and CLECS, ASND should develop a full spectrum optical switching capacity.

Gary Korn
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