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: sepku who wrote (25071)	12/1/1997 7:39:00 PM
From: Elroy	Read Replies (1) \| Respond to of 61433

<<as I understand it, Total Control is low-density while MAX TNT is high-density. Which is why COMS will be hurt in remote access for at least the first 6 months of '98. >> That's the old story, but 3Com released high density modem boards for the Total Control Hub in August or September of this year. Each board can terminate 24 calls. Each Total Control Hub ever sold can hold 14 boards, for a maximum of 288 calls per Hub. One MAX TNT can terminate 192 analog calls (pretty sure that's the number), so a single MAX TNT's density is actually less than a single Total Control Hub's density. Three TNTs can be linked together under a single management system. The Cisco AS5300 can terminate 96 analog calls. Even though Cisco's press releases say "up to 120", thats only correct in Europe where a U.S. T1 line (capable of 24 analog calls) is called an E1 line capable of 30 calls. AS5300 has capacity for 4 T1/E1 connections, so it can terminate 96US/120European calls.

To: sepku who wrote (25071)	12/1/1997 8:15:00 PM
From: hal jordan	Read Replies (3) \| Respond to of 61433

>Customers will be able to opt for the MAX TNT or AS5300 for only a slightly higher premium but with vastly greater performance. It will be interesting to see how this plays out.< CSCO has one leg up in terms of the FUD factor in blue chip companies. ASND rules the ISP market, CSCO the corporate culture. I have seen many large companies wait for CSCO to bring a product to market rather than go with a competitors product. That being said, ASND has placed themselves in many large corporations too. What I think will happen is CSCO will lower the price of the AS5200/5300 to the point that ASND is getting nowhere near the margins they used to make with the MAX. ASND blew it by foregoing Cascade's development work with the AX series and future xDSL products. Probably politics. The west coast was in charge and their engineers got what they wanted. The tests I have heard about proved the AX was a far superior product to the TNT. Water under the bridge at this point. But it could have been a great competitor to the CSCO AS series. I'm still looking for my entry point later this month. This sucker had better not go into the 30's before January or I will truly be pissed--at myself for waiting. Hal