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

To: Narotham Reddy who wrote (30822)	1/17/1998 12:53:00 AM
From: pass pass	Respond to of 61433

All, beware of the timing of the upgrade. As I said previously, as piles of upgrades coming in one after another, it's often time to set a sell stop or simply take profit and watch. When most of the telco equipment makers (LU, ADCT, TLAB) get downgraded, should ASND business be somewhat negatively impacted by the slowdown as well? We know ISPs are slowing down (that's why ASND doesn't mention MAX TNT now), here we have telcos saying the same, they're the buyers of those switches after all.

To: Narotham Reddy who wrote (30822)	1/17/1998 1:27:00 AM
From: jach	Respond to of 61433

<<Endorsements....... Endoresements>> eventually they are getting better, but a little late to the game- ref: what I posted ten days ago-- -------------------------------------------------------------------- To: getgo234 (29453 ) From: jach Tuesday, Jan 6 1998 12:07AM EST Reply # of 30835 Williams contract and CBX550 Seems like this news has not been released by asnd and maybe the reason for the muted response from the streets. CBX 550 with 100G of switching capacity and OC48 support is the only available commercial ATM switch (reasonable price range) at this performance level. At 100G, it has 5 to 10 times more switching capacity compared to its nearest competitors. If competitions could not comeup with comparable ones, CBX550 will take a major share of future WAN ATM SP, RBOC, telco mkt. =====================================================================