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Technology Stocks : Ascend Communications (ASND)
ASND 208.59+4.1%Dec 4 3:59 PM EST

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To: The Phoenix who wrote (41240)3/26/1998 5:53:00 PM
From: Stimpson J. Cat  Read Replies (1) of 61433
 
You'll lose that bet too... Perhaps you should quit while you're ahead.

Not a chance. :)

BTW: contrary to what you may believe, carriers are in business to make money.
Therefore they don't buy technology unless they either make them money today or
are a way to plan for the future. Either way there is a solution behind it. Show me a
carrier (after the SMDS debacle) that has purchased technology for the sake of the
technology only.


I think I already made the point about making money. I also think I already showed you the carrier who purchased technology. AT&T was Cisco's single largest customer. The AT&T Stratacom network is the largest FR network in the world. Yet AT&T chose ASND's technology for ATM. Despite John's claims that they were making a big mistake and they should stick to the Cisco relationship. He pushed the relationship angle and all the marketing glitz. But AT&T and the other carriers don't buy marketing.

I don't know what you are fishing for with SMDS. It really has no bearing here.
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