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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: Kent Rattey who wrote (47601)5/28/1998 3:12:00 AM
From: bucky89  Read Replies (1) of 61433
 
This is typical "serious trouble". Lu will ship Q1 99, and CSCO is coming out with a
new Remote Access "Acend Killer". Lu is not tested, and CSCO is on their second
"Ascend Killer". Yada, yada, yada.


Good grief. This LU thing sounds like a new gadget cooked up by the engineers at Bell Labs. They may know how to design good voice switching technology, but data is a totally new enchilada. If Cisco hasn't thought of and explored this technology already, then I really have serious doubts as to whether it's viable. It's not that easy to resolve end-to-end WAN QoS issues.

Is this what's driving down ASND price today??? If so, then false alarm--it's time to load up on ASND.

bucky89
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