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: The Phoenix who wrote (60594)	4/5/1999 10:28:00 PM
From: Techplayer	Read Replies (2) of 61433

Gary, My point was not about ASND vs CSCO. My point is that ASND's core ATM switching revenues were not declining and being displaced by IP in the core but are actually increasing (while CSCO's core switch router is delayed, as you might expect with an in-grown CSCO product). They announced to customers last year that it would be ready Q1 1999 and now it "might" be ready for Q3 (based on calander year). There are obviously a couple of companies that are doing coast to coast IP (Frontier, Qwest..big customer of ASND) but they are betting heavily on products and services a couple of years out. I did read the quarterly report for CSCO and they do say that they saw 50% growth, but they should see this because they are selling the routers. Brian

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