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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: bucky89 who wrote (56697)	11/4/1998 9:35:00 AM
From: Hagar	Read Replies (1) of 61433

I do understand the details of routing and switching. Specifically IP switching calls for mapping paths through a network and applying some circuit identification to them. Standards being what they are means this can only occur in a homogenous network with somewhat proprietary protocols. The route lookup occurs at the edge (ingess) which yields the circuit to the other edge or destination. The edges still need to co-exist in a purely routed environment if they connect to other devices. Historical routed networks operate hop by hop employing some of the technology found at the edge in the IP switched environment. It just seems to me one hardware platform can be used in both environments. Are the hardware architectural requirements so different for purely routed environments from multi-service switched environments? I believe NO. With a company focused on eps this makes me wonder what senior management is planning (or not) with the divisions. I belive focus is the key to success when your growing. I see the RAC business is focused, and the switching business is focused. This IP stuff doesn't seem the have the same focus.

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