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Technology Stocks : Ascend Communications (ASND)
ASND 210.01+1.7%Nov 26 3:59 PM EST

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To: gbh who wrote (41137)3/26/1998 10:21:00 AM
From: Stimpson J. Cat  Read Replies (2) of 61433
 
>Stimpson, you are correct that Alcatel doesn't support 2.4G yet, I overstated this.
However, be clear that ASND has only announced this and won't be shipping for
some time yet either.

Some time should be next quarter.

>The fact remains that that the Alcatel switch fabric is currently at 80Gb/s, quite
enough to support many 622 links in and out, and hence its backbone classification
(along with other attibrutes related to high reliability; although all vendors now seem
to have these, too). ASND currently only ships the CBX500, a 2.5 or 5Gb/s
product. The soon to ship GX500 starts at 25G and can go to 100G.

Alcatel's switch isn't multiservice. That's why they haven't sold too many. Same for Lucent's Globeview which is 80GB. The few telco's that bought them really regret it. Take GTE for instance. ASND's ATM offers more services than any other vendor. That will keep them winning not only the edge switches, but the core too. Another factor for core is SVC performance. The GX550 will start out doing 250,000 SVC's and then move to a million. No other switch can come close.
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