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Technology Stocks : Ascend Communications (ASND)
ASND 204.41-1.0%Nov 14 9:30 AM EST

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To: Neil H who wrote (54811)9/29/1998 1:29:00 PM
From: bucky89  Read Replies (1) of 61433
 
Heard that Fore is starting to do well in the WAN. Announced was their victory
with Level 3. Also getting into UUNET, Sprint, AT&T. Appears their 40 gigabit
switch is gaining popularity. Can you or any techies talk about Fore taking
significant ASND business and compare products. Maybe Fore is a good buy for
someone.


I understand UUNet and Sprint use the ASX1000 or ASX4000 for their ATM core, but I can tell you first-hand that AT&T is solidly an Ascend account. UUNet also uses Ascend BSTDX9000 frame relay I believe. This has been the case for quite some time--nothing new. Nothing I have seen indicates Fore is taking away any of Ascend's business. NO WAY will AT&T have anything to do with Fore.

Take the hint: AT&T is a HUGE Ascend customer for data. AT&T is also a HUGE Lucent customer for voice. Lucent wants to be AT&T's customer for data....

bucky89
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