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: Jeff Jordan who wrote (23667)	11/16/1997 2:06:00 PM
From: Larry J.	Read Replies (2) \| Respond to of 61433

Interesting article, unbelievable that there is no mention of Ascend. Looking at the products mentioned in Mavericks post (544 ASND- NEWS ONLY), new contracts are all very heavy w switches. CBX-500 - ATM Switch w Frame Relay and IP Service. B-STDX 8000/9000 - Multiservice Switch. (Frame Relay Switches) GX-550 - Carrier class ATM Core Switch (1st OC 48/STM-16 capacity) GRF - IP Switch (Carriers , ISP's) DSL THT - Multi DSL Concentrator MAX TNT - Multiprotocal WAN Access Switch. "The most recent Vertical Systems projection suggest that the carrier and ISP ATM market will grow at about 55% annually through 2000. Ascend, Newbridge, and Cisco are all expected to gain incremental share of the market in 1997." Carrier and ISP ATM Market Shares Company Projected 1997 Market Share % Newbridge 33% Cisco 22% Nortel 11% Ascend 8% Source: Vertical Systems Group, 1997 I think its obvious that the new and (pending)contracts all include a very large CSCC component. Should help dispel analyst's negative towards the merger. Larry

To: Jeff Jordan who wrote (23667)	11/16/1997 10:08:00 PM
From: Roger A.	Respond to of 61433

I was wondering what kind of effect fiber channel will have on future network technologies, primarily WAN and LAN, it seems there are hundreds of different networking technologies and all have their merits. Lately I've read dozens of articles on Fiber Channel. I have a token investment in Ancor Communications which makes Fiber Channel switching gear and from the discussions in their thread it seems that things seem to be moving briskly, but I've yet to read any mention of it on this thread. Does anyone know if fiber channel is in the future for Ascend? Any potential mergers with companies such as Ancor Communications?