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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Ambrose who wrote (10467)	11/14/1997 10:06:00 AM
From: kirk tostige	Respond to of 77400

WIRE)--Nov. 12, 1997--Ascend Communications, Inc. (NASDAQ:ASND) today announced that the market analyst group, Infonetics Research, Inc., has released a study confirming that Ascend is the worldwide market leader for ISDN and Frame Relay among both regional and large (national and international) network service providers. According to Infonetics, Ascend dominates the worldwide Internet ISDN market with a 69 percent marketshare, and the nearest competitor is a distant 12 percent. Ascend also leads in Frame Relay with 42 percent of the worldwide market; the next closest competitor had only 18 percent marketshare. In addition the report shows Ascend has achieved 23 percent marketshare of the worldwide Internet ATM market. Since the study was released, Ascend has broadened its product offering for Frame Relay and ATM, introducing the GX 550 "smart core" ATM Switch and adding multiservice capabilities -- including Frame Relay and IP -- to its CBX 500 ATM Switch. The GX 550 is the first ATM core switch to deliver OC-48/STM-16 speeds with SONET infrastructure capabilities while providing end-to-end Quality of Service, which will to enable service providers to offer sophisticated ATM services directly from the core. Similarly, the CBX 500 ATM Switch enables service providers to respond quickly to market changes by making a broader range of services available on a single platform. At the same time, Ascend also introduced the Navis Family of network management products, including NavisXtend applications, that among other industry firsts, enables service providers to track and bill for services over ATM networks. All of these products and capabilities are designed to enable carriers and ISPs to develop new business services and, a t the same time, provide greater accountability and control over these services. "One trend we see from ISPs in this high-growth market is that ISPs are trying to differentiate themselves competitively by broadening their services or specializing on a few services," said Greg Howard, Director of Service Provider Programs for Infonetics and director of the study. "The ISP buying preferences highlighted in our study provide valuable insights into what service providers need in order to be more competitive." "This study is especially gratifying for us because it confirms that Ascend is the vendor of choice across all of the different service provider segments, not just the largest carriers and ISPs," said Daniel E. Smith, Ascend's executive vice president and general manager, Core Systems Division. "We will continue to strengthen our leadership in Frame Relay, and we expect to make even greater strides in the ATM and IP space in the coming year with the introduction of new products like the GX 550, enhancements to flagship products like the CBX 500, IP switching through the IP Navigator products, Multigigabit Routing on the GRF Family, Service Access through the SA Family and value-added management products like NavisXtend and NavisCore." Ascend Communications, Inc. develops, manufactures and sells wide area networking solutions for telecommunications carriers, Internet service providers and corporate customers worldwide. For more information about Ascend and its products, please visit the Ascend web site at ascend.com, or e-mail info@ascend.com . Ascend is headquartered at One Ascend Plaza, 1701 Harbor Bay Parkway, Alameda CA 94502. Phone 800/ASCEND4; Fax 510/814-2300. CONTACT: Ascend Communications, Inc. Lucia F. Graziano, 508/952-1291 lucia.graziano@ascend.com OR Gallagher PR Jeannette Bitz, 510/747-2058 jbitz@ascend.com KEYWORD: CALIFORNIA BW0138 NOV 12,1997

To: Mark Ambrose who wrote (10467)	11/20/1997 1:43:00 PM
From: Mark Ambrose	Respond to of 77400

Cisco mentioned in today's Lunchtime News on the Motley Fool. fool.com ---------------------------------------------------------------------- FOOL PLATE SPECIAL An Investment Opinion by Randy Befumo Computer Products Shorts Out Shares of Computer Products (Nasdaq: CPRD) (N) (S) shorted out this morning, falling $1 1/4 to $20 1/4 after comments by Chief Financial Officer (CFO) Richard Thompson raised the level of uncertainty concerning fourth quarter earnings. Addressing an audience at the Southeast Research Partners conference, Thompson stated that Computer Products is seeing some networking customers push out delivery dates for products. "Push-outs" are industry slang for when a customer asks that a delivery come at a later date than previously scheduled. Normally push-outs occur when a company is not seeing demand shape up as anticipated. The company's networking customers include Bay Networks, Cisco, <======= Nortel, Siemens, 3Com and Bell Labs. 3Com in particular has been dogged in the last few weeks with questions about sales in its modem and network interchange card (NIC) divisions. Although it is unclear from Computer Products' press release which customers are pushing out deliveries, and the company could not be reached for comment, this is exactly the kind of incremental information that makes investors get antsy about a particular industry or sector. If any of the major networkers are seeing lower-than-expected demand, it could have negative implications for the entire group. Thompson refused to comment on fourth quarter earnings estimates, maintaining he had no information on whether or not the $0.32 to $0.35 EPS range might be incorrect. Reuter's reported that Thompson said, "It's more a few cents-type of thing," possibly putting two to three cents per share at risk. Fellow power supply maker and merger partner Zytec (Nasdaq: ZTEC) (N) (S) slid $2 1/4 to $26 1/4 on the news. Recent initial public offering Power-One (Nasdaq: PWER) (N) (S) was unchanged. Although $1.00 EPS estimates for Computer Products for this year could come down, before investors panic they need to include in those estimates the contribution from Zytec after 1.33 shares of Computer Products are issued to acquire each share of Zytec.