BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: bgg who wrote (5459)	4/20/1998 5:03:00 PM
From: Kenneth E. Phillipps	Read Replies (2) of 6980

I am a relatively new investor in network equipment stocks. I am trying to understand the market in this sector. I notice that QWEST split their recent order by ordering IP equipment and services from CISCO and ATM/Frame Relay equipment and services from ASCEND. Is ASCEND a player in IP equipment and services? What would be the reason for QWEST splitting their order in this manner? Does the recent problem at ATT with frame relay have anything to do with QWEST purchasing ATM/FR from ASCEND? While Ascend and Cisco battle it out in the core switching market, will this help BAY? Ken Phillipps

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