Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (19735)	10/29/1997 5:04:00 PM
From: Tim Luke	Read Replies (3) \| Respond to of 61433

12/31/97 asnd will be 34-38! and thats a fact jack

To: Sector Investor who wrote (19735)	10/29/1997 5:57:00 PM
From: Maverick	Read Replies (1) \| Respond to of 61433

Be sure to read "Interview w/ Eric Benhamou (Part I, VII) regarding ASND vs CSCO in RAS" in the News Only thread. "n the enterprise, we worry about Cisco, as well as Bay and Cabletron. There is almost no deal that we win without setting out to beat Cisco. In remote access, it's Ascend more often than Cisco. We hardly see anyone else there. Q. Where do you think Cisco is weakest? Most vulnerable? A. First, their fundamental bread and butter product line is no longer in a high growth segment. In fact, the general purpose router market is at best a flat segment and will probably decline before the end of the decade. That product line is getting subsumed by many other new segments, including layer 3 switches, which I think will provide all of the traffic management and control the enterprise needs. In that space we're clearly ahead of them. From a product perspective, from an intellectual capital perspective and from a marketing perspective. The second weakness is their failure to parlay their strong position in routing into the remote access field. This should not have allowed Ascend to get ahead. They should not have allowed U.S. Robotics to get ahead, and they did. The third weakness is more of a positioning weakness. When they purchased Stratacom it was with a deliberate intention to compete for the network infrastructure of carriers, and to compete against telecom equipment vendors. Cisco wants to have more and more share of the CO. And in that battle they don't compete against us, they compete against Siemens, Lucent, Nortel, Fujitsu, Erickson ... very, very large established companies who have broad, deep relationship with carriers. We on the other hand have chosen to not cross this line. We are forming partnerships instead. most internet service providers have built their networks on start up products. Ascend was a start up. U.S. Robotics was a start up, and they helped build the ISP industry. For us what Juniper brings is an extraordinary set of talents who really understand very, very high performance routing. We know this is a company that will give Cisco trouble. Companies like UUNET are investors in Juniper because they are going to be a large customer. And they're knowledgeable investors, having already heard what Cisco could do for them and what Ascend could do for them.