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Technology Stocks : Ascend Communications (ASND)

ASND 217.17

+0.3%

Nov 18 3:59 PM EST

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To: djane who wrote (47687)	5/28/1998 5:35:00 PM
From: djane	Read Replies (2) of 61433

Yahoo thread discussion of LU announcements messages.yahoo.com@m2.yahoo.com Message 15553 of 15564 Reply Ryan bucky89 May 28 1998 4:22PM EDT This LU announcement doesn't make sense to me. It's all vaporware, and sounds so fishy to me that it has to have an ulterior motive, like driving down the price of ASND stock. LU wants people like you the non-technical investor to get nervous. They want ASND. They NEED ASND. And they know it. They want the price down so that they can buy at a better price. There's nothing unique at all about PacketStar other than it's a new router/switch. I seriously doubt it will deliver QoS in a more scalable and stable way than any of Cisco's past efforts with IP Precedence and RSVP. Like any other router device that operates at layer 3 and higher, it still needs a layer 2 mechanism for linkage. For most ISP's, that mechanism is ATM, and Ascend is the vendor of choice in this area. For Cisco's loyal followers, that mechanism is Packet-over-Sonet. You have to choose something for layer 2, even if you use Lucent's new switch. So you see, this does not in the slightest bit infringe on Ascend's precious cash cow in ATM. It may affect the GRF, but the GRF hasn't worked well to begin with. bucky89 Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright c 1994-98 Yahoo! All Rights Reserved.

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