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Technology Stocks : Ascend Communications (ASND)

ASND 212.29

-2.2%

Nov 19 3:59 PM EST

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To: Stimpson J. Cat who wrote (45830)	5/1/1998 3:57:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 61433

Stimpson J.Cat, So far NN is No.1 in ATM WAN with 36170 multiservice switch,which is unmachable (contracts with BT,MCI and C&W-each 400-550 mln US$).NN-Simens 36190 with all ATM features included can run in terabit speed.NN has already started comercial sales which accelerates sales of 36170.ASND, CSCO and NT do not have even proposition for such switch on table.ASND admitted this on receant conf. call.Saying that NN has no future you have to give me strong arguments.It was NN pushing multiservices over ATM 4-5 years ago, with strategy and products!!!.CSCO, ASND (before before merger with CSCC ) did not even thik about it.It was NN pushing MPOA not CSCO or ASND which righ now trying to catch up.Remember NN-Simens is not waiting for ASND and CSCO to catch up.The next 2-3 years will tell who No.1 in ATM in general.

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