ASCEND 1997 : The reasons why it will descend. Message Board

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Technology Stocks : ASCEND 1997 : The reasons why it will descend.

ASND 201.60

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Oct 31 9:30 AM EDT

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To: Dee Jay who wrote (105)	2/27/1997 2:55:00 PM
From: Steve Lee	of 122

Dee, You are too optimistic about GRF's future. But I have different view on it. 1. It is a pure hardware solution and costs about $60,000 per unit. Customers will buy it to replace Cisco 7000 if they encountered big bottleneck (bandwidth) problem and there is urgency to make them unable to wait till Tag switching coming out. As in the networking field, I found most of Cisco customers (except some ISPs) can afford the bandwidth problem for the time being. 2. The Tag switching is expected to be commercially available by the second half of 97. And it is a software solution and maybe a minor hardware upgrade on exsiting Cisco 7500/7200 which will cost much less than buying a new IP router such as GRF. So if you have a Cisco 7500, do you want to buy a GRF for $60,000 and throw the Cisco7500 away or spend maybe less than $20,000 to upgrade 7500 later this year? Just my thoughts Steve Steve

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