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

To: The Phoenix who wrote (32483)	1/29/1998 2:10:00 PM
From: Maverick	Read Replies (1) \| Respond to of 61433

Having great products is only haklf the battle I agree w/ this. In a pure technical term, the (DSL)TNT is head and shoulder above the rest. Let there be no doubt about this ! Any newcomer is bound to get some market share while the RAC market as a whole slows down in anticipation of the 56K std resulting in the incumbent losing some market share. The AS5300 is now stagnant as well. COMS actually wins more market share than As 5300 but now has stood still w/ quality problems I posted in the News Only thread. Among these players, only ASND has dominant presence in international market for which the technical regulation varies from one country to another. Being first to market all over the world, ASND's RAC has to be subject to so many technical regulations making it sweats to modify the SW to satisfy everybody. Only MAX and TNT has stood up to such an incredible spectrum of technical demands.What COMS and CSCO claimed was confined to NA, not worldwide where their presence is yet to be see. COMS has been guilty of stuffing modems to distribution channels when the demand for it isn't there. It looks like all major RAC players suffer for the demand has slowed down or paused waiting for the 56k std and the Asia has been weak. Luckily for ASND, the Europe is poised for growth. This only helps ASND not CSCO, BAY, COMS for they don't have a presence in Europe nor do they have a history of working together w/ international ISPs and carriers. IMHO, CSCO merging w/ ASND is unlikely for the STRM overlaps w/ CSCC, and MAX overlaps AS5300. There is no overlap w/ TNT or DSL TNT. COMS has a partnership to resell NN'sWAN equip. LU & ASND makes the most sense for they do have a history of OEM and partnership. It's not until LU acquires a major WAN player (FR, ATM edge/core switch, IP GSR), the LU+ASND still makes a lot of sense. NT doesn't have RAC, but it does have FR. NT still OEMs FORE's ATM switches. Thus, NT+ASND makes sense albeit w/ some overlap in FR.