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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: The Phoenix who wrote (49379)	6/30/1998 9:28:00 PM
From: Stimpson J. Cat	Read Replies (3) of 61433

Actually I was kidding around. You really believe that ATM switching revenues will surpass PBX and layer 3 routing/switching sales?...regardless of what industry luminaries say??? RU Serious? ATM switching will surpass routers in carrier networks. Yes. Absolutely. It's already starting to happen this year and will accelerate next year. I'm not sure what you are referring to about PBX's? You apparently forgot last summer's carrier slowdown. And, what of Asia right now? Are they still buying. Absolutely. Japan and China are especially buying. They have huge expansion plans and a little currency crisis isn't going to stop them. They realize that they have to upgrade their infrastructure. Infrastructure sales don't slow down. Even in Indonesia they only stopped for a brief period. Well, first I think ASND hasn't made a case for winning business from Cisco in this space whereas Cisco has in the ATM switching space with Sprint. I don't know about any Sprint deployments. Just announcements. OTOH, all indications are that AT&T has already deployed ASND ATM and is starting to move the IP traffic off the Cisco legacy router network onto IP Navigator. Second, it's becoming fairly clear that in order for carriers to deploy value added services that layer 3 is required as some point (thus ASND's MPLS approach). However, in order for these services to truely work the network must be able to be throttled dependent upon the application each user is actively using. It's not enough to to simply throw up some bandwidth simply dependent upon IP. Mark those words. You're reciting the ASND gospel there. Multiservice with end-to-end QoS and end-to-end management.

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