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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: pat mudge who wrote (55363)	10/6/1998 6:54:00 PM
From: bucky89	Read Replies (3) of 61433

From your post: AT&T plans to take the lion's share of the growing enterprise network outsourcing market using the Newbridge Global Services Management Platform (GSMP). The increasing complexity of network services has many enterprises looking for help — fueling a fast growing market for professional managed services. As the world's premier communications and information services company, AT&T plans to grab a big slice of this new business. If you're so good with words, what do the words "outsourcing" and "enterprise" mean to you? This press release is talking about AT&T acting as a VAR or System integrator for an enterprise, and has nothing to do with what AT&T is deploying in their network infrastructure. Sorry, but the Ascend CBX500 is switching my DS-3 ATM links with AT&T. No Newbridge here. When you say "I don't think they will win any more contracts like these," you lapse into pure speculation and discredit yourself. At the recent AGM, Alan Lutz said NN will announce another major US contract in Q3. Beyond that, I have no idea what contracts are coming down the pike. If you know, please enlighten me. Again, this is JUST MY OPINION. Yes, of course I'm speculating! That's part of the fun of SI! I am not discrediting anyone, not you or me or Santa Claus. If Newbridge proves me wrong, then more power to you! We shall see how "major" the contract is. Is Telekom SA major? bucky89

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