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

To: pass pass who wrote (22034)	11/7/1997 11:20:00 PM
From: Clare	Read Replies (2) \| Respond to of 61433

<<Cisco has not really hurt Ascend yet. Ascend was hurt by its CEO's miscalculation of 56k modem technology. Mory said in public that 56k was a non-event. Because of this strategic mistake, Ascend screwed up 56k game plan really bad. >> Yes, but this allows Cisco an opening to make further in-roads into Ascend's customers. Cisco is coming out with some powerful stuff, AS5300, 12000 router, and the voice-over-ip. What we don't hear about as often is how is Cascade doing against Stratacom. Anyone have any ideas? Before both were taken over, Cascade seemed to have the lead, has that changed?

To: pass pass who wrote (22034)	11/8/1997 8:43:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 61433

Cisco has not really hurt Ascend yet. Ascend was hurt by its CEO's miscalculation of 56k modem technology. Mory said in public that 56k was a non-event. Because of this strategic mistake, Ascend screwed up 56k game plan really bad. Pass Pass, I agree with your statement although I believe the main culprit to be ROK. ROK wanted to compite with TI on the 56K front and idicated to their customers their technology was only 30 days behind that of USRX. It appears ASND and others took ROK's word for this. Six months is really how far they were behind. Much of ASND's recent mistakes were a relaince on ROK. Their only other choice was to license x2 and pay a competitor which was not something ASND wanted to swallow. CSCO had nothing to do with the prblems of ASND and CSCO is a very small nitch player in the RAS market. Glenn

To: pass pass who wrote (22034)	11/8/1997 9:43:00 PM
From: Clare	Read Replies (1) \| Respond to of 61433

Unfortunately, by the time the 56K game plan is figured out xDSL will have taken off. I own Pairgain and there was an article about US West not anticipating so much demand. I think 56K is dead. Maybe Ascend should merge with Pairgain. <<Message from pass pass on Nov 7 1997 10:57PM EST Cisco has not really hurt Ascend yet. Ascend was hurt by its CEO's miscalculation of 56k modem technology. Mory said in public that 56k was a non-event. Because of this strategic mistake, Ascend screwed up 56k game plan really bad. >>