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Technology Stocks : Ascend Communications (ASND)

ASND 196.63

-1.4%

1:17 PM EST

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To: The Phoenix who wrote (61158)	6/5/1999 2:04:00 AM
From: MMW	Read Replies (1) of 61433

Hi Gary, " I simply believe in converged networking on IP. Most folks in the industry do. Yes, this does give an inside edge to Cisco, but my position is widely accepted - even by LU and ASND given their recent moves. If everyone that agreed to converged networks on IP worked for Cisco I suspect Cisco would be employing in excess of a million employees. " I would like to believe that too. Juniper seems doing exactly that. By looking into their web, juniper.net, I found that UUnet is deploying M40 as IP backbone core network in US. And IBM Globle Net.(AT&T), C&W, MCI-WorldCom, Verio, and Frontier all become Juniper's customer. Juniper actually made $10mil revenue in the past quarter. Who knows what they will do this coming quarter. May be CSCO should put big bucks buying them before they starting to take market share out of Cisco. Are you still maintain that Juniper just give M40 out for free? Think again! Best Regards!

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