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

To: blankmind who wrote (611)	11/26/1997 11:26:00 AM
From: Sector Investor	Respond to of 1629

CS/ ACQUIRES DEC'S NETWORKING DIVISION FOR $430MM Information from Cowen regarding CS These were Cowen's key Points: CS acquires DEC's networking division for $430MM In cash, stock and merchandise credits, plus all the assets and 900 employees from DEC's networking division. DEC is committed to about $500MM In Sales Of CS' networking systems over 3 ® years. CS will continue to supply Digital branded networking equipment to reseller channel & DEC's direct sales force. Cowen thinks that integration issues could pose significant risk To the sales commitment that flows through DEC's reseller channel. Cowen is cautious On The Deal, believing Q3:F98 is on track. Sector's comment: If CPQ now buys DEC sans networking, they have to sell quite a bit of CS networking equipment per the above deal, which may not fit with their also acquiring ASND.

To: blankmind who wrote (611)	11/26/1997 11:37:00 AM
From: Sector Investor	Respond to of 1629

Big Apple braces for xDSL (PC Week) From PC Week Online for November 25, 1997 by Carmen Nobel Manhattan residents will soon have another incentive to telecommute, as xDSL technology is installed in several city apartment buildings in the borough. Thorn Communications Inc. and DualStar Communications Inc., both based in New York, are in various stages of retrofitting old copper wiring with digital subscriber line, which will allow residents to receive high-speed Internet access without their apartments being torn up. Working with Newmark & Co. Real Estate Inc., also of New York, Thorn is deploying RADSL (Rate-Adaptive DSL) Hotwire equipment from Paradyne Corp., in Largo, Fla. Thorn, which began DSL trials in October, will work with Newmark to go live with RADSL by early next year. The company is close to deploying DSL in another four buildings, officials said. Thorn is using Paradyne's DSL Access Multiplexers and DSL modems. The 2.56M-bps service is being offered for $100 per month for residential tenants in fully wired buildings. Commercial customers will pay $500 per month for equipment and Internet access, with a one-time installation fee of $750. Meanwhile, DualStar Communications, working with Teleport Communications Inc. and Ascend Communications Inc., will begin ADSL trials next week on Manhattan's West Side. Initially, 48 apartments in one building will be hooked up with ADSL, according to DualStar President Vincent D'Onofrio. DualStar has yet to announce pricing. Of all the existing flavors of xDSL, analysts said RADSL and ADSL make the most sense for telecommuters, as both offer much faster data rates on the downstream than on the upstream. "Those are the two that are going to show up the most in the future," said Virginia Brooks, an analyst at Aberdeen Group, in Boston. "ADSL is attractive to intense Internet users." Thorn can be reached at www.thorn.net. DualStar is at www.dualstar.com.

To: blankmind who wrote (611)	11/26/1997 11:39:00 AM
From: Sector Investor	Respond to of 1629

Service Providers Turn On 56K Modem Pools (Inter@ctive Week) From Inter@ctive Week for November 24, 1997 by Peter Lambert November has brought a flurry of service provider deployments of two competing 56-kilobit-per-second data networking technologies. The K56flex technology of Lucent Technologies Inc. (www.lucent.com) and Rockwell Semiconductor Systems (www.nb.rockwell.com) may now have surpassed the early market lead of competing 3Com Corp. (www.3com.com) x2 technology, according to analysts. On Nov. 17, UUnet Technologies Inc. switched on K56flex modem pools in 415 of its global points of presence (POPs). Those K56flex Internet access points also are available at wholesale to America Online Inc., The Microsoft Network (MSN) and dozens of smaller providers. A week earlier, national service providers EarthLink Network Inc., GTE Internet and MSN had turned on K56flex modem pool systems in 250 to 400 POPs each, and Bell-South Corp.'s BellSouth.net (www.bellsouth.net) turned on K56flex POPs in its Southwest U.S. service region. At the same time, 3Com won large deployments by AOL and AT&T WorldNet. "Yet, the market has reached a time when getting a standard means more than product lead or installed base," said Abner Germanou, analyst for International Data Corp.'s data communications division. Indeed, both vendors have solicited the International Telecommunications Union (ITU), the Switzerland-based standards organization for the telecommunications industry, to have their technology designated the 56-Kbps modem standard. The target for setting a standard is January 1998, although that seems unlikely as the ITU (www.itu.org) has yet to even come up with a draft of a standard. Until a standard is set, consumers appear to be putting off 56-Kbps modem purchases, Germanou said, even though service providers feel that the upgrade to a common standard will come at low or no cost. Steve Thomas, director of Internet marketing for Ascend Communications Inc., which sells K56flex gear, agreed that "although there's no real obstacle to consumers today, there has been a tremendous amount of discussion of [the standards battle] and consumers are aware of that." 56K Adoption: Rising In The Fall National Internet service providers' adoption of 56-Kbps technologies K56Flex Technology ISP Adoption Date Points Of Presence (POPs) BellSouth.net Nov. 13 POPs in 6 cities EarthLink Network Nov. 14 390 POPs in various locations GTE Internet Nov. 12 390 POPs in various locations Microsoft Network Nov. 12 POPs in 250 cities UUnet Technologies* Nov. 17 415 POPs in various locations x2 Technology ISP Adoption Date Points Of Presence America Online Nov. 13 POPs in 410 cities AT&T WorldNet Nov. 11 POPs in 27 cities * As resellers of UUnet access points, America Online, EarthLink, GTE and Microsoft Network also can sell the K56Flex service