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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (1759)7/31/1998 4:41:00 PM
From: DenverTechie  Read Replies (1) of 12823
 
Yes, the DSLAM area is complicated. I am still thinking about the question Frank C. posted earlier. Frank! I'm working on it. Great question, not so easy answer.

As to the Ascend speculation...the release is not so clear as to what they do. The statement in the release "Stratus Computer makes computers used to run phone switching systems" makes it sound like they make circuit switches or programmables. That is not the case. Stratus makes fault tolerant systems that are used to create what are known as "Operations Support Systems" (OSS for short). Bell companies (and others) have many support systems that are based on dedicated function, legacy computer systems. One system per function is the norm. Want to provision a special service circuit? Use a system called SARTS (Switched Access Remote Test System). The new paradigm is to have a single, centralized database that is stored on one big super fault tolerant computer like a Stratus. This market is in big flux and there are several companies trying to make inroads into it, so there is a lot of uncertainty as to the future of a company like Stratus in this market.

Ascend may be looking to them for the OSS that will support the next generation broadband IP based networks that will be built. It gives them the support component of the integrated voice/data networks based on IP standards. The hit on the stock could be due to how much they pay (Stratus has been looking for a suitor for a while I understand) and the competitiveness of the OSS market. Or merely that analysts believe that Ascend is venturing into a company that is not in Ascend's core competency range and will have difficulty integrating them and managing an unknown area of technology.

Or a combination of the above. All speculation on my part of course, but knowing what Ascend does vs. what Stratus does may lend some insight.
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