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Technology Stocks : Ascend Communications (ASND)

ASND 199.62

-1.4%

3:38 PM EST

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To: djane who wrote (50113)	7/16/1998 2:32:00 AM
From: hitesh puri	Read Replies (1) of 61433

Good writeup D. I am just concerned about Ciscos switches that can handle voice. Lucent has a lot of expertise in this area and there is a lot of nitty gritty details involved in providing a 5-9 equipment (99.999% uptime). And when you (Cisco) have never built such equipment (since in data networking that was not a critical issue) it gets hard to convince potential customers. There is widespread belief that Cisco will just win in this battle. I find that funny since the battlezone has just been marked out but no one knows when the battles will happen, what armament the opponent (LU) has. Cisco could very well be the General sent to fight a battle at sea. It aint that simple. When Ascend transitioned from being a supplier of equipment ending mostly at Mom-Pop ISP shops to Carriers it faced a lot of s**t. I am not saying that Cisco will ignore QC like Ascend did at that time but just that such transitions are very risky and without evidence I find it wise to be cautious. -hitesh

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