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

To: Tech97 who wrote (1067)	1/28/1998 7:04:00 PM
From: Maverick	Respond to of 1629

The best performer in the TecWeb 250 goes to PSINet, up 53.7 percent. It can't just be because it is an Internet stock -- though the sector as a whole is moving up quite nicely. No, it's because management has laid out an aggressive plan to expand through 2000. It will pursue market share, which calls for doubling of revenue in each of the next three years. The company says it expects to be cash-flow positive by the fourth quarter and earnings positive by late 1999, and will spend aggressively in its own fiber network (capital expenditures of more than $300 million) to meet this plan. The company says it plans to offer Internet telephony services. It has expanded into Canada through its acquisition of iStar, Canada's leading ISP. Subscriber growth is better than expected in the most recent quarter.

To: Tech97 who wrote (1067)	1/28/1998 7:08:00 PM
From: Maverick	Respond to of 1629

Late Tuesday, 3COM CORP CEO Eric Benhamou said he would meet later on Tuesday with FCC chairman William Kennard to discuss regulatory issues holding up the development of high-tech networks. Benhamou said that, at the first meeting between the two, he would urge the FCC to accelerate the pace of telephone deregulation. In a speech at the ComNet conference here, Benhamou predicted a wave of convergence that would merge telephone calls with data and video traffic on a single network like the Internet. The most significant challenge holding up convergence was the "lengthy transition leading to a fully deregulated telecom industry," he said. (Reuters 09:41 PM ET 01/27/98) For the full text story, see infobeat.com

To: Tech97 who wrote (1067)	2/3/1998 6:57:00 PM
From: Maverick	Respond to of 1629

Frank Ianna, AT&T's executive VP confirmed AT&T will buy 112 CBX 500 & 50 B-STDX 9000 edge switches Message 3333050

To: Tech97 who wrote (1067)	2/3/1998 7:42:00 PM
From: Maverick	Read Replies (2) \| Respond to of 1629

I read it in hard copy on page 8 of Network World Feb 2 1998 issue (brand new!) today. There are 2 great articles that take up the full page. 1st article is basically about CEO of AT&T plans to beef up AT&T's WorldNet IP services with ATM and Frame Relay. Sounds like ASND is kicking CSCO's butt here in that the Stratacom can't guarantee 99.9 % of packets to the user. 2nd article sounds like ASND can get into the Telephone switch business and kick butt with V/IP smart access concentrators using SS7 technology. URL is www.nwfusion.com I can't access this site as my work site is not java enabled externally thru the firewall. see if you can find it online and post it for everybody else i will do it tonight when i get a chance. jaba [Posted for Jaba. I will post it tomorrow afternoon if no one will have not done it by then]

To: Tech97 who wrote (1067)	2/3/1998 8:13:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1629

AT&T's 1st batch of order for CBX & B-STDX will likely be followed by many more orders as AT&T builds out its network in 98, 99. AT&T has said that it will spend in excess of $8 B to build out and upgrade its network in the next 2 years. Just imagine if only 0.5 % of that goes into NW gear for a total of $400 MM which would make the Williams order looks like chicken feed. In addition, the equiment orders are usually accompanied by training, support, SW upgrade maintenance contracts which increase the total value of contracts. I believe the next few batches will include not only CBX 500s, B-STDX 9000s, but also GX 550s and possibly TNT IIs supporting the universal V.pcm std. BTW, I don't know if Gary (not Korn) will still believe that CSCO is the market leader in FR, ATM, ... after ASND has assembled an impressive list of top tier customers for ATM & FR such as AT&T, NTT, UUnet, Williams, GTE Internetworking (formerly BBN), Deutsche Telecom, all RBOCs such as Bell Atlantic/Nynex, Bell South, Cincinnati Bell, !NTERPRISE Networking Services - US WEST,... 2nd tier ISP & cariers such as Frontier, Infonet, Intermedia, China Telecom, Telewest...