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

To: sepku who wrote (28198)	12/17/1997 10:24:00 PM
From: hitesh puri	Respond to of 61433

Style, I agree. When will people stop looking at Ascend as a RAS company ? They bought one of the best frigging WAN switching company whose growth is getting ready to explode as ISPs open up their wallets. Cascade switches kick Stratacoms ass and even Cisco tried in vain to acquire Cascade but had to settle for Stratacom as Cascade did not give in. Even if Ascend derives half of its revenues from RAS they offer one of the best price/performance. Its the analysts themselves who had these rosy revenue extrapolations which caused these shortfalls. Hopefully 1998 should offer better year/year comparisons. -hitesh

To: sepku who wrote (28198)	12/18/1997 1:18:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Style, You may be right about this stock. I wonder how much LU will pay??? hmmmm. something to ponder 'eh. I posted you back on the CSCO thread. My market data is fresh as a daisy. I simply gave you both 1996 and 1997 numbers from a reputable research firm that does more than simply call the vendors and ask them how much business they do. If you go to that report you'll note that the numbers you describe are focused on the ISP businesses only and fail to take into account IXC, LEC, Enterprise, and Access. In the ATM space ISP ATM sales only account for about 10% of all equipment sales. Although ASND lost only a small amount of market share in the ISP ATM space (21.7% in 96 to 19.2% in 97), they have no presence in any other sector leaving them at only a 3.9% share for the entire ATM WAN market. Not even a serious competitor. You did the same thing in the Frame Relay market > you focused only on the ISP piece - again ASND lost market share (56% in 96 to 21.6% in 97 !!!). And once again, they are behind CSCO in market share holding only a 13.1% share down from 208%. STYLE: Any way you cut it ASND is losing the war. They're losing the battle in their target markets. They're choking on the aquistion of CSCC (shades of Bay) and in order to get well they've cut work force and are now refocusing on core businesses. Gary