Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Phoenix who wrote (32537)	1/29/1998 7:50:00 PM
From: polarisnh	Read Replies (2) \| Respond to of 61433

Gary, How are things in San Jose. Is Cisco still hiring or did you take the last PR job. Let's see...... <The only area Ascend/CSCC has done well against CSCO/STRM is in RBOC's and ISP's and this is more because of mistakes STRM made prior to the acquistion than it is anything CSCC did. This has been corrected/forgotten and you will see this in spades this year!> Oh, really! Well according to AT&T Chairman and CEO C. Michael Armstrong in the article published in Network World Fusion, 1/27/98 titled "Armstrong decrees a new network for AT&T" I read a very interesting section that said 'In addition, the carrier is expected to add new multiservice ATM switches - primarily from Ascend Communications Corp., according to analysts - at up to 200 points in the network to provide additional user-to-network interfaces for frame relay, ATM and IP services.' Now this doesn't preclude Cisco from also supplying additional products but there was no mention of this being the case within this article. It is kind of funny that Cisco feels the need to release the US West contract and have Chambers run his mouth immediately after AT&T made there announcements. Personally, I will take the largest long distance carrier in the world over one RBOC. Don't get me wrong, I like Cisco too! But I feel the only way Cisco is going to become #1 in the remote access business this year is by acquiring their competition, not from internal development. Cheers, Steve

To: The Phoenix who wrote (32537)	1/29/1998 9:54:00 PM
From: gerard mangiardi	Read Replies (1) \| Respond to of 61433

I don't take CSCO lightly, my family owns some, but as one analyst recently suggested, asnd's new products are potential killers. BTW on my last post I forgot to mention the biggest reason for CSCO to buy asnd, i.e. so LU won't

To: The Phoenix who wrote (32537)	1/29/1998 11:56:00 PM
From: Matt Meagh	Read Replies (1) \| Respond to of 61433

You seem to be very knowledgeable about the markets in which Ascend competes. Could you favor me with further explanation of a couple of comments you made in response to Gerard's statement: "1. Stratacom is getting beat by cascade. They need to bury that mistake." First point of clarification - You state "Ascend/CSCC has never really done anything in switching outside of domestic RBOC's... No IXC's, very little (if any) international presence and ZERO in enterprise." I thought they recently (6 mos. ago?) signed a huge deal with China's telephone co. (Shanghai Tel ?). Was this not for switching equipment? I forget the size of the deal, but for some reason 200-300 million comes to mind. Second, You state "I think your comment is very VERY weak.... more than that it's WRONG. The numbers demonstrate this clearly." You must have some pretty compelling numbers to show that Stratacom is NOT getting beat by Ascend. Could you please repost them or tell me where I can see these numbers. You may have already done so, and I just missed them, so I apologize if this is repetitive. Thanks in advance, Matt