Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: gbh who wrote (41137)	3/26/1998 11:28:00 AM
From: The Phoenix	Read Replies (1) of 61433

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. And you can put money on the fact that other competitors in this market are also building similar products. ASND simply pre-announced... Perhaps other vendors have more to risk from delaying purchases. ASND is in a position where they have little to risk and can make bold announcements. If they deliver - which I suspect they will, ASND should do well. If they're late, eeeesh. Gary

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