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Technology Stocks : Ascend Communications (ASND)

ASND 212.56

+1.2%

12:59 PM EST

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To: djane who wrote (45693)	4/29/1998 4:33:00 PM
From: bucky89	Read Replies (1) of 61433

djane, A snip from one of your posts: According to spokesmen for Yurie, ATM concentration fits into the networks of Lucent's big accounts, including the regional Bell operating companies and in the long distance networks of AT&T and others. They want to sell IP services that ride over ATM backbones. Yurie boxes enable Lucent to do that, analysts said. Hmmm, you may be on to something here djane. Sounds like Lucent is backing the concept of VoIP supported by ATM. they now have a campus ATM switch for enterprise networks. Now all they need is a carrier-class ATM switch, like the CBX500 and GX550. Their current product for this space is OEM'ed from GDC, and I know GDC is working hard on voice over ATM (with no IP). This means GDC isn't consistent with LU's strategy. Seems like they could use Ascend. Bucky89

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