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

To: Maverick who wrote (23939)	11/18/1997 7:16:00 PM
From: sepku	Read Replies (1) \| Respond to of 61433

Maverick, thanks for the keen technical insight you generously provide the thread. I received an email concerning a product by LU that may or may not have a future impact on the necessity of some remote access gear. However, I lack any information on the product to attempt to answer the individual's question. But it is interesting and seems to be worth contemplating. Could you please look this over and tell me what you think? Style Pts. ----------------------------------------------------------------------------------- Subj: Re: from SI: ASND -- NEWS ONLY thread Date: 97-11-18 15:20:51 EST From: OSTrail To: Absent SP Thanks for the reply. Do you know anything about this Lucent xDSL line card directly inserted into the phone carriers switching gear to avoid the need for remote access concentrators...thus making Internet access cheaper for the Baby Bells? Or is neccessary to have Remote access concentrators from the xDSL line cards to run all the other stuff, like analog, frame relay, security issues, ISDN, and IDSL on a single platform? I am trying to find out from other sources. I realize the xDSL is more cost prohibitive to the customer now, $50 a month...just trying to analize some possible negatives down the road for us. Best Regards OSTrail

To: Maverick who wrote (23939)	11/18/1997 10:38:00 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 61433

maverick, You think Ascend has competition at the high end? Man does Cisco/Coms/Bay down below. Everybody and there brother is now making this stuff! I talked with Rockwell today. They have a new modem technology coming out. Its called "cdsl"(consumer digital subscriber line) maybe end of next year. Until then I guess the next best thing this spring will be the Shotgun technolgy duel analog modems 112kbs $200, Diamond will have them, I don't know who else. One modem 2 phone lines. JJ

To: Maverick who wrote (23939)	11/19/1997 8:40:00 AM
From: Sector Investor	Respond to of 61433

<<Normally, existing customers won't jump ship since they invested quite heavily in training, NW mgmt, configuration,..unless TNT is way behind in the price/performance curve. In NW, the cost of ownership can dwarf the initial equipment cost.>> Yes, I have been saying this all along. Competition winning new customers is one thing, but winning over EXISTING customers is something else entirely. Some people and analysts are worried about CSCO or COMS making inroads to ASND's existing base, but it just won't happen as long as ASND keeps competitors within a "head and shoulders better" range in price/performance. In addition, as I've also stated before, senior mgt of major customers usually know a bit about unannounced products in development under confidientiality agreements - and this also helps keep current customers in the fold. Another thing I've been saying all along, is that ASND's future looks bright from a long term investor's perspective.