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Technology Stocks : Ascend Communications (ASND)

ASND 216.91

+3.0%

12:05 PM EST

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To: Mark Oliver who wrote (47572)	5/27/1998 4:29:00 PM
From: pat mudge	Read Replies (1) of 61433

Nortel just signed a 1.5 billion dollar deal with SBC. They also have a XDSL product line. Any ideas who's going to win the profits from this rollout in California? Right now, SBC/PacBell have a contract with ALA and other than FTEL/ORCTF, they're the only game in town until TI gets its C6x out. Well, that's not exactly true. ADI has a chip, but I understand some are waiting for TI's as the power consumption will be substantially better. Some private companies have great solutions, too. Like Diamond Lane and Efficient Networks. Nortel has a niche xDSL solution but, again, I've heard talk they'll offer full ADSL right along with everyone else when the market heats up. I haven't seen the SBC announcement, but based on other SBC news, I'd guess Alcatel's involved. After following this sector for over 2 years, I've learned to take DSL-related press releases with a grain of salt. Give the players another 3 to 4 months before deciding who's got the goods and who doesn't. Just my take. Pat

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