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: uu who wrote (21207)	11/4/1997 11:51:00 PM
From: pass pass	Read Replies (4) \| Respond to of 61433

Addi, are you sure it's not "Bob Dahl"? You know, Robert Dahl, the former CFO in ASND? I can't find any official report quoting Mory's comment, so I guess he meant "Bob Dahl" since English isn't Mory's first language.

To: uu who wrote (21207)	11/5/1997 12:40:00 AM
From: Edalv	Respond to of 61433

Addi, I would add to your statement that while asnd management is selling "dead-cold-fish", csco is selling "sushi." Even when both taste the same, where would you go for dinner? Regards, Ed

To: uu who wrote (21207)	11/5/1997 4:08:00 AM
From: Skeeter Bug	Respond to of 61433

>>What was Ejabat smoking at the time he made this statement?!!<< i don't know, but will he share ;-)

To: uu who wrote (21207)	11/5/1997 2:14:00 PM
From: Maverick	Read Replies (1) \| Respond to of 61433

Addi, and Sector. First a word of gratitude to Sector who provided free service by posting analysts' comment on ASND although some of us here may already have access to such info. This is what levels the playing field. Sector, ASND is not only number 1 in RA but also no. 1 in FR for ISPs and Carriers and gaining market share in ATM for carriers. According to Vertical Systems Group ''ATM and Frame Relay Industry Update'' for 1997: ''Ascend, with the B-STDX 8000/9000 platforms, is the leading Carrier Switch provider. This is the second year in a row that the Ascend products have led the market. We project Ascend to capture 21.6 percent of the $913 million worldwide market in 1997. Ascend is also the leading frame relay vendor in the Internet Service Provider switch segment, holding an estimated 29.1 percent share of the worldwide market for 1997. The company's B-STDX 8000 and 9000 products have been installed in more than 20 ISP networks, including five of the six largest ISPs.'' ''For the second year in a row Ascend has taken the top position in the worldwide Frame Relay market for both ISPs and carriers,'' said Malone. ''They have an estimated 21.6 percent of the Frame Relay market for carriers, which has grown from $650.6 million market last year to over $913 million in 1997. They also have the dominant share of the Frame Relay market for ISPs -- 29.1 percent -- and that market has also grown significantly from $99 million in 1996 to over $249 million in 1997.'' Ascend was the first vendor to deliver Frame Relay to ATM Interworking and High-Speed Frame Relay (45 Mbps) through its B-STDX family of multiservice wide area networking (WAN) switches. The B-STDX family of switches delivers the industry's highest port density and lowest cost per port. Support for Priority Frame(TM) in the B-STDX family extends quality of service (QoS) to Frame Relay and allows network service providers to expand their service portfolio with new classes of service backed by service level agreements in a cost effective manner. ''In addition to the B-STDX products, Ascend's Core Systems division produces a comprehensive suite of carrier-class products, including the GX 550 Core ATM switch, the CBX 500 multiservice ATM switch, the GRF IP Switching Family and the SA Broadband Access Family. These products are designed to provide cost-effective, intelligent and scalable service capability from the core of the service provider backbone to the edge,'' continued Daniel Smith. ''The newly announced Navis architecture for network management extends our market leadership position by enabling our service providers to offer a host of new business services to their subscriber-base, and provide full accountability and control of those services, while streamlining operations and lowering the cost of ownership.''