Ascend Communications (ASND) Message Board

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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: Techplayer who wrote (60567)	4/5/1999 11:36:00 AM
From: MMW	Read Replies (3) of 61433

Hi Brian, I have watched ASND quarterly report for a while. Last a couple quarter report seems to suggest that ATM core switch revenue is not accelerateing. I don't really know if this is technology shift or the company specific. From technology point view, high speed IP router seems to make sense in that it is bandwidth efficient. ATM at edge is also making sense in that it provides all the tool for ISP and carrier to bill and engineer the traffic. With high speed router starts to show up, the IP core market is starting to boom. One of way to confirm those changes is to continue to watch those ATM core revenues as each quarterly report. One of a strategic change on CSCO/STRM ATM deliver is its MGX ATM edge device. It is delayed like every thing else in CSCO. Hopefully it is for a good reason. As far as those terabits claims, they are better to inter-operate with CSCO GSR12000. Otherwise, it is hard to sell to ISP and Carrier. I don't know if CSCO would buy one of those terabit router companies. If they do, they are making a statement that they do not trust their internal development. Cheers! Mike

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