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

To: Gary Korn who wrote (29113)	1/1/1998 2:34:00 PM
From: Joseph Pareti	Respond to of 61433

slightly off topic : everybody seems happy we've a deal to bail out S. Korea, BUT : the liquidity crunch in Japan has been estimated as follows : - Yen 26,000 bn with the Nikkei at 16000 - Yen 62,000 bn with the Nikkei at 14000 - you can interpolate to the year-end value :-) what does it make to networkers, ASND ? Mc Namee of Integral Capital Partners said 'technology consists of dozens of segments... to describe this as an industry wide problem is inappropriate. ' Actually DELL said they would benefit from supply of cheaper parts. Does this apply to networkers ?

To: Gary Korn who wrote (29113)	1/1/1998 4:13:00 PM
From: jach	Read Replies (1) \| Respond to of 61433

<Both Ascend's GRF 1600 IP router and Cisco's Gigabit Switch Router 12000 will process up to 10 million packets per second, far cry from the 200 million packets being promised by the start-ups. But when the heat is on, availability wins out.> In the Internet core network cisco has and will take the lion share (90%+). No large SPs will put in non-cisco as the current core network is all cisco. Speed is only one simple fact (but it's so easy to understand that almost all these so-called analysts always mentioned it), some of the other key areas (some sub-standards and some proprietary) are the exterior routing protocols, discovery protocols, load balancing protocols, fail-over protocols, multicast and group management protocols, and etc.; if you're the one responsible for replacing a core router interconnected to the vast Internet which has all cisco routers, do you think you'll put in one that is not a cisco; your part of the network will very likely run into a hipcup or a more formal term "not compatible".