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Technology Stocks : Ascend Communications (ASND)

ASND 209.15

-1.5%

Nov 20 3:59 PM EST

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To: H. Wai who wrote (48049)	6/5/1998 1:19:00 AM
From: bucky89	Read Replies (1) of 61433

H. Wai, I honestly don't know much about the 36190. But to win the carriers' business nowadays it takes much more than having the biggest switch. The biggest switch today will be the second-biggest tomorrow, and the third-biggest the day after that. Rather, it takes a vendor with solid usable technology built around their switch. Newbridge has invested an awful lot in MPOA, and this is the only way they can support IP/ATM cut-through routing with their products today. However, Terence Matthews (the Newbridge founder) acknowledged in his keynote that Newbridge, like all other ATM vendors, will eventually support MPLS when the standards are finalized. Today, the only vendors with workable MPLS implementations are Ascend (IP Navigator), Nortel (Passport), and Cisco (if you include Tag Switching, which does not use ATM). This might be one reason why Newbridge is foundering--they went down the wrong road. MPOA has its limits in scalability, and plus you have to throw away your old ATM switches. Now Newbridge has to go back and design MPLS into their switches. bucky89

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