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Technology Stocks : Ascend Communications (ASND)

ASND 212.50

+1.5%

Dec 24 12:59 PM EST

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To: scott maragioglio who wrote (39134)	3/14/1998 1:06:00 PM
From: pat mudge	Read Replies (1) of 61433

GTE has been installing all cascade product in the their core backbone. Which is interesting since they have a strategic agreement w/CSCO. I believe this gives a clue to the superiority of the Ascend ATM products to CSCO. I hope you're right going forward. Even though I own CSCO, I have far bigger positions in ASND and NN and hate to see the gorilla step all over everyone. If Cisco can buy off NN's switches, they could try to do the same with Ascend's. Let's hope they don't. Am I correct in saying ASND needs to incorporate SS7 and NN needs to incorporate IP over ATM? In other words, neither has the penultimate solution yet? I believe NN has voice over IP through their affiliate Vienna, and we know ASND will announce theirs the first week of April. Wonder where CSCO stands on these different applications? We know they buy their technology and if it doesn't work toss it aside and buy more. (Dagaz and now NetSpeed, for example.) But I ramble. . . Pat

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