Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.44

-3.1%

11:42 AM EST

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To: Thomas M. who wrote (44945)	4/20/1998 1:18:00 PM
From: hitesh puri	Read Replies (2) of 61433

Are you kidding me ? What about the fact that Ascend got the WAN switching equipment order of ATM and FR switches ? Those have a much stabler pricing environment and much higher margins than RAS which is fast becoming a commodity type of offering with LU, NT, COMS, ASND, CSCO, BAY having similar products in that arena. WAN switching is where it is and I am very heartened to see Cascade products again receiving kudos (and contracts) and not Stratacom products. Whether it is warranted or not but the last AT&T outage caused by Cisco (Stratacom) switches is good ammunition for Ascend Sales people against Cisco. I find it truly interesting in seeing how the Street treats its darlings. When the story about Ascends TNT RAS supposedly overheating and igniting broke, ASND tanked. No one ever confirmed that including the company and the customers. Here we have the AT&T fiasco which was openly confirmed by both Cisco and AT&T but the darling added 5 points. Thats fine, it made me a little richer but it confused the heck out of me. -hitesh

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