More Bucky89 (Yahoo thread) on SRA absurdness
Top:Business and Finance:Stocks:Technology:Computer Networks: ASND (Ascend Communications)
Message 18791 of 18802
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Geek,
bucky89
Jul 30 1998
4:16PM EDT
Thanks for the info. But you said it your self, SRA is "lower and mid range". Meanwhile, ASND is definitely high-end. ASND competes in the carrier class and their equipment interfaces with high-priced artifacts from Lucent, Nortel, and IBM. The reliability of your network is only as good as its weakest link. You don't pay through the nose for high reliability and then turn around to skimp on the server. This SRA thing is so ludicrous I can't believe anyone would take it seriously.
bucky89
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Message 18793 of 18802
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len,
bucky89
Jul 30 1998
4:24PM EDT
Thanks also for your refreshing presence on this thread. I think ASND looks very good now. IMO anyone still short is going to be hurting soon. We shall see.
I have re-purchased my trading lot, and am waiting for the high 50's. I see the LU buyout coming in the 70's. I am long ASND with 60% of my stock portfolio. Their positioning is looking very good, and getting better. I repeat that I strongly believe this is the quarter when it will all come together. I see CBX500 deployments going on everywhere. ATM is the solution of choice for the short-medium term. Several vendors are testing IP Navigator, and if it works, then there will be even more upside. It may be a killer product. No one using it yet, but we will see.
bucky89
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Message 18794 of 18802
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geek,
bucky89
Jul 30 1998
4:30PM EDT
>>Well there are no real technical difference between the HP >>boxes that ASND is using for their low and >> mid range
Technical differences? Well maybe nothing major. But I know my management would deeply scrutinize my purchasing anything other than Cisco or some known vendor we already have in the network. Cost savings is not a good reason. Why would AT&T willingly get shafted on pricing for SONET equipment, and then turn around and buy a SRA server because it's $5000 cheaper than the HWP one?
SRA for ASND doesn't make sense, and it's so obvious to anyone knowledgeable that they wouldn't take this seriously.
bucky89 |
