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


To: satish kamat who wrote (27279)12/9/1997 9:29:00 PM
From: Maverick  Respond to of 61433
 
Satish, CSCO's tag switching is being proposed before ITEF. Others are being considered as well. It will be a long time before any method is approved. Although I am aware of different approaches, I don't want to clutter this thread w/ highly technical info that others might not be interested. ASND's CSCC acquisition is a very good move to get ATM switches (GX, CBX), FR sitches (BSTDX), and IN Navigator. It's starting to pay off now as it grows faster than the MAX business. The same is true w/ ASND's Netstar acquisition to get the IP layer 3 routing switch GRF 1600/400 to compete against CSCO's GSR 12000.



To: satish kamat who wrote (27279)12/10/1997 8:35:00 AM
From: Sector Investor  Read Replies (2) | Respond to of 61433
 
<<In one of the posts, CSCC products seems to (Remember reading Gajaraj
Deshpande's interview after CSCO's buyout of stratacom "we beat them
before CSCO, why should that change?") prefered by carriers over CSCOs,
how does this position CSCO since the corporte LAN market is getting
crowded and routing is CSCO's bread and butter?
>>

Yes, indeed - and CSCO can't afford to stumble because it's in the
stratosphere now.