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

To: H. Wai who wrote (30730)	1/16/1998 11:52:00 AM
From: Gary Korn	Read Replies (2) \| Respond to of 61433

How do you see the competition in the core switching products for ASND from CSCO, FORE, NN and other companies? This is all the information I have: 1. At Morgan Stanely conf., Ejabat indicated that a reason for the Williams win was that CSCO did not have an OC-48 product. Don't know if true. But the GX550 is the product that ASND is selling to Williams. 2. Incredible Hult posted (30690)the RS upgrade on this thread, and it speaks of the GX550 as a "killer" product. 3. I don't know what CSCO has, what FORE has or what NN has. Maverick would be a better source for that. I'm sure we can expect competition against the GX550 down the road. Hopefully, another thing Ejabat said will be true: "Technically we are ahead of our competitors 6 months to a year." Gary Korn