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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: The Phoenix who wrote (56688)	11/3/1998 11:10:00 AM
From: Bindusagar Reddy	Read Replies (2) of 61433

Gary,( CSCO)they are not well positioned in the Carrier space. They are a near monopoly in enterprise space. When they say they are #1 and #2 a classic Chambers statement. They add up everything in a basket(enterprise and Carriers) and double count the different products where they overlap and come up with these numbers. To me they are number one in only Routers and LAN switching. Everything else is up in the air, especially the TELCO market. But I maintain that they are force to reckon with. When I say well positioned, I mean to say that ASND won majority of the deals in next generation network especially WAN ATM. Only time will tell us how this will show up in future quarters and how fast industry evolves. That is what makes growth investing(predicting the future trends and picking winners) a FUN. I also like their Stratus acquisition, according to the ML report, they already shipped combined STRATUS and ASND products to the carriers, you will see some major announcements to that effect. As far as CSCO, they make more announcements like HP alliance and Summa acquisition than actual shipments of the real products. Once again I think THERE WILL BE MORE THAN ONE WINNER HERE, one can not supply the entire universe. In fact there may be at least 4 winners. Just like DELL, CPQ, IBM, GTW all of them benefited from the tremendous PC growth. Iam not a CSCO bear. I just happen to like ASND's upside in price in comparison to CSCO. That does not mean CSCO won't do well. A lot of high expectations are built in without discounting a possible enterprise IT spending slowdown in 1999. Regards, BR

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