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

To: pae who wrote (31104)	1/20/1998 10:20:00 AM
From: Gary Korn	Read Replies (2) \| Respond to of 61433

Could someone briefly summarize Ascend's competitive product position with regard to DSL and the Intel/Msft/Cpq DSL announcement? It seems that before a 56kb common standard is implemented, it will be almost as obsolete as a Pentium I. Pae, I don't believe that ASND is a significant player in xDSL per se (in contrast to Pairgain (70% share), Westell and others). However, Ejabat made 2 points about this in response to a similar question: (1) the rate of adoption of DSL adoption is much slower than the hype [I posted an article predicting maybe 5% penetration in 5 years] and (2) if xDSL were to take off, Ejabat said that that would be great for ASND in terms of the demands that would make on core switching (and, therefore, for CSCC product). Ejabat made this same comment with respect to cable access: The cable companies will require switching equipment to connect to the backbone, so ASND is focused on that (and apparently has no plans to have a consumer-oriented cable modem product). I don't know if this position of ASND makes sense, but this does seem to be the position. Gary Korn P.S. On ISDN at the moment and yet still starved for bandwidth.