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Technology Stocks : Ascend Communications (ASND)
ASND 211.05-0.7%Dec 1 3:59 PM EST
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To: djane who wrote (46217)5/8/1998 9:53:00 AM
From: The Phoenix  Read Replies (1) of 61433
 
djane,

I understand your surprise on LU's comment that "next year" they'll add VoIP feature cards into their RAS and switches. But believe me, when LU says they're going to do this, it's on a far larger scale than ASND and CSCO think about. They understand the user control point and back office applications better than anyone with the one exception (possibly) being Bellcore. Do not make the mistake of thinking that ASND can take on LU in the voice space. Even Cisco is going to need more help.

OG
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