Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: pat mudge who wrote (43461)	4/9/1998 6:58:00 PM
From: The Phoenix	Read Replies (2) of 61433

Clarification:::: "Voice over IP/Frame Relay --- the difference is that ASND is shipping now. Customers are using our products." Where did you get this? ASND is way behind the game on voice over IP. Cisco has been shipping for 2 quarters and has mulitple products....So too does NT. ASND is just getting in the game. "In enterprise access the market is evolving at unprecedented pace." ? ASND's enterprise business has been shrinking. A larger and larger percetange of revenues are coming from carrier ATM/FR sales. "We expected Core Systems to be flat but demand was strong (FR/ATM)." OOOoops! COuld this be a problem? If core systems are flat...but carriers are deploying where is ASND generating incremental revenue? VoIP? Uphill battle. Carrier wins...perhaps but they said they expect growth to be flat. RAS? They're losing market share. Enterprise...not even. I'm worried... Gary

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