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Technology Stocks : Ascend Communications (ASND)

ASND 207.30

-0.9%

3:26 PM EST

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To: H.A.M. who wrote (56638)	10/31/1998 10:50:00 AM
From: Bindusagar Reddy	Read Replies (1) of 61433

Hisham, the article is about RAS MARKET, which is about the SERVERS not RAC(concentrators). It is very imp. to know the difference. They are two different animals. If you look at the ASND numbers, they only get 3-4% of their revenues from Remote access servers, bought mainly by enterprise customers. Now you are not surprised to see the article. This market of RAS is not growing as much. Real growth is with RACs market, with ISPs and Carriers, where ASND is very strong and is # one. They focus on this segment. I don't want people to get confused and think that ASND is second here and third there. THEY are talking about SERVERS not ACCESS concentrators, where the market is exploding. This area will be bigger as companies are out sourcing their REMOTE access and VPN needs to CLECs , ISPs and Carriers. Hope this explains why ASND did not get high marks in that article. BR

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