SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND)
ASND 202.23-4.2%Dec 2 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Igor Nasonov who wrote (45891)5/1/1998 9:31:00 PM
From: Sector Investor  Read Replies (1) of 61433
 
Level 3 $50m-150m

BARS says that Level 3, the other IP-centric carrier and very similar to Qwest, is
aggressively lighting fiber and building a data and voice network. BARS adds that "we
have learned that Level 3 plans to start a large-scale ATM and frame relay
deployment in 1998. We believe that the switched portion of Level 3's network
will be based on Ascend equipment. Furthermore, Level 3 recently announced a
$150m acquisition of XCOM -- a CLEC based in Boston. XCOM has a number
of strategic agreements with Ascend and their entire voice access and data
remote access offerings are based on proprietary XCOM software that runs on
Ascend TNTs."

UBS says this:

Level3 (LVLT-NR-62) has selected Corning (GLW-NR-40 1/4) as a supplier of fiber
optic cable in its new IP network. While not confirmed, we believe other
potential suppliers to Level3 will be Ascend (ASND-Buy-43) for ATM switches,
Cisco (CSCO-Buy-74) for IP routers and Alcatel for SONET cross-connects. We
also believe Fore Systems (FORE-NR-$22) has a shot at some ATM business with
Level3. The long-haul SONET mux and DWDM decisions are likely to come later in
the year given the timing of the network construction in 1999.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News