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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Mighty Mizzou who wrote (52662)	8/24/1998 11:50:00 AM
From: hitesh puri	Read Replies (2) of 61433

Same old stories spun with a new fabric. Its number ports thats important not the revenue. Cisco could well be charging a higher amount for their RACs for and show 10% higher revenue for the quarter and that makes them number 1 ?? Number 1 for the quarter ??? What does that mean ??? Its installed ports that count because when it comes to upgrading for better features like VOIP its Ascend and 3COm that get the business more than Cisco but you wont have Cisco saying that. Mory told me in the share holder meeting that the RA game is over. Ascend has the most ports followed by 3Com. Cisco is playing catchup and since they cannot in ports they have shifted the metric of comparison to revenue. Its a battle already fought and settled as growth and margins in Remote Access have plunged. The next big thing is multiservice and core switching and Cisco is frighteningly behind there. -hitesh

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