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Technology Stocks : Ascend Communications (ASND)
ASND 212.55+1.2%Nov 28 12:59 PM EST

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To: djane who wrote (52277)8/18/1998 4:01:00 PM
From: djane  Read Replies (2) of 61433
 
PMCS thread discussion of CSCO/ASND orders

To: Lewis M. Carroll (2057 )
From: Bulldozer
Monday, Aug 17 1998 4:37PM ET
Reply # of 2058

Not that it matters if its Cisco or Ascend, but good news from Cisco means good news for PMCS. I thought Ascend was outselling Cisco, but I guess the size of Cisco's installed base and the accompanying add-ons and upgrades translates into leading market share. Ascend is probably winning a fair amount of new business due to the release of their next generation WAN equipment (GX 550, CBX 500 etc.) vs. Cisco being a little behind in getting next gen carrier class BPXs & IGXs out. Looks like the LAN Lightstreams are doing well though. Either way, PMCS chips go out the door with them all.

Attaches PR - Cisco Ranked #1 in Worldwide ATM Switch Port Shipments and Sales by Cahners In-Stat Group
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