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

To: Glenn D. Rudolph who wrote (24990)	11/30/1997 1:31:00 PM
From: jach	Respond to of 61433

<<It appears you are confused about networking. Remote access is broken down into two categorie. The RAS (Remote Access Server) and RAC (The Remote Access Concentrator). The RAS segment may have up to 40 ports whereas anything above 40 ports, is an RAC. There are hgigher margins in the RAC market since the product is newer technology. Dell'ORO groups both RAC and RAS together when providing market share charts. The reason is a company is providing the same features to the end user. The dial-up user in this case. The amount of market share combining both areas is grouped together. The two leading companies int his area are COMS and ASND. Their shares average about 30% each depending upon which quater one chooses. Quarter three of 97 ASND was down to 25% off the top of my head but that is attributed to the problems in getting 56K Flex operational. I believe you will find that ASND will come back to close to even with COMS by the end of quarter 4 of 97. The 56K Flex now works. Both companies have RAS and RAC equipment. The growth is now coming from RAC due to large ISPs. You statement about the person in the interview not knowing the networking market is unfounded and does show a lack of understanding on your part.>> Not sure what you meant by "confused"? it's probably your own assumption of how you felt about this area. Here agian, from #12 reply shows that there is not much content in what was said. There are more examples I can pull out such as "end-to-end" solutions based on the simple assumption of modems and access servers. and btw, "in print with big names may or may not provide valuable life's lessons" Reply # of 24999 << from cpq #12, -> "We wanted 25 percent of the RAS market. And that meant that we were going to put in place the plans and assets that would allow us to compete with the likes of Ascend, Cascade and USR/3Com. The goal was a dominant market position.""> The original cascade did not even have RAS. Again "RAS" to be precised Remote Access Server which asnd does not even have major mkt share, asnd strength is Access Concentrators. Anyway a lot of stuff in the talk with very little meaningful data.