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Technology Stocks : Ascend Communications (ASND)
ASND 204.21-2.3%10:34 AM EST

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To: The Phoenix who wrote (57814)12/4/1998 5:43:00 AM
From: Pigboy  Read Replies (1) of 61433
 
Gary,

<< DSLAM's are not DSL modems. The largest provider of DSL services by leaps and bounds is USWest - a Cisco DSL shop. This data will become apparent come end of year... I'm now understanding that you're looking at old data.... >>

Could you explain further here Gary? DSLAMS, as far as I know are basically modem (ATU-Cs) racks so the connection can be completed at the CO's. The access multiplexor (the 'AM') is essentially a rack for the modems (with the essential software, interoperability to ie.5ESS gear), no?

You say the largest provider of DSL by leaps and bounds is USWEST...possibly right now, but lets gets some perspective before we think CSCO owns DSL. The whole DSL field is in the 'red hot' growth stage now, imho, and will be for the next couple years. This info means (ie; CSCO biggest provider now) means very little really, especially with the tiny amount of lines currently in service just months ago. As far as I know, Alcatel has Pacbell and Cisco has USWest and part of PacBell territory (i believe inv. in COVAD), but people like Ascend are doing things busily (i hear) behind the covers in this field. CSCO is too, I am sure. I think Ascend is at some advantage here...It doesn't hurt to have a hole slew of ATM WAN access gear to go infiltrate accounts with. ;-)) I believe CSCO has USWEST for their ATM backbone, but who does ASCEND have?? They have some pretty attractive company is what. ADSL is a battle and CSCO does not own it because its too early...its just beginning and DSLAMS will be where the money is made.

at least, thats some of what i have learned
pigboy
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