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 (60596)	4/9/1999 12:39:00 PM
From: The Phoenix	Read Replies (1) of 61433

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. I expected this response. You see, it doesn't make a difference, in my mind, what they are selling to the carriers. It is still carrier revenue. I know that many here have an underlying belief that router revenue/sales to carriers doesn't count..and CSCO should only count ATM and Frame switches. Well, I think we're measuring sales to the carriers as a whole..not just ATM and frame switch sales. The fact that carriers are purchasing more routers would seem to indicate some movement - at least on the part of some carriers - to use routers as opposed to edge ATM or frame switches. Don't you think that is salient? OG

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