Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.11

+1.9%

1:38 PM EST

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To: Bindusagar Reddy who wrote (51826)	8/7/1998 9:13:00 PM
From: Bindusagar Reddy	Read Replies (2) of 61433

<Cisco will field trial the TGX optical core switch later this year !!!and will ship the product beginning in 1999. !!! > It seems like CSCO makes announcements of some vaporware just to stall the progress and installments by Carriers. However this one backfired badly. Most major US carries already tested the ASND switches and have either announced ( GTE,QWST,LCI,FRONTIER, WCOM,) or will make more announcements soon. They might have even copied the ASND strategy and hence fell behind by one year. It is self explanatory who is leading the CARRIER market. I like the comments from H&Q Joe Noel, "one day( may be by year 2000), ASND may be bigger than CSCO", ( if their carrier strategy is correct.)

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