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Technology Stocks : Ascend Communications (ASND)
ASND 200.28-1.0%Dec 3 3:59 PM EST
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To: djane who wrote (41491)3/30/1998 2:50:00 AM
From: pat mudge  Read Replies (2) of 61433
 
djane --

That's a well-reasoned analysis of the different "vendor camps." It negates the established practice whereby carriers use multiple vendors, at least in the bidding process.

At any rate, I don't think any of the alignments surprise those who've followed the ASND thread.

Also, I would give Alcatel a larger position based on its being awarded the Joint Procurement Consortium DSL contract. (BellSouth, SouthWest Bell, Ameritech, and USWest.)

When the analysts speak of "mind share," they fail to distinguish between North America and the rest of the world. In which case Alcatel, Siemens, NEC, and Newbridge Networks have a higher ranking than their US cousins.

As a whole, the article should generate some healthy debate.

Thanks for posting.

Pat
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