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

To: The Phoenix who wrote (32680)	1/30/1998 10:27:00 PM
From: MMW	Read Replies (2) \| Respond to of 61433

Hi Gary, I enjoyed your post that show the data, compare the fact, and analyze the situation. I have invested in ASND since 2H last year thinking ISP and carrier market are starting to take off. ASND and CSCC combination seems pretty strong in those market. Last year, things did not turn out that way due to ASND MAX TNT quality issues. I have lost some money on that. This year, ASND seems get their act together and start to show some progress. My thinking is that if this internet market growes fast than last year. Then, ASND is going to benifit from it giving its strong position in that area. However, your data seems to seguest that CSCO may out grow ASND and take share away from ASND. My question is that AT&T worldnet is considering deployment of ASND equipment, which would be big plus for them. (I knew how Interspan Network did to STRM in the past) Do you still think ASND will do poorly this year? I just want you opinion on this. By the way I still have a good position in CSCO too. Cheers, Mike

To: The Phoenix who wrote (32680)	1/31/1998 10:51:00 AM
From: scott maragioglio	Read Replies (4) \| Respond to of 61433

Gary, I saw you pointing out the Cisco-U.S.West contract as a big victory for Cisco. I was wondering if you are aware that U.S.West has plans to buy a good portion of their capacity from Williams co. Williams is a bandwith provider to other carriers. Their entire network is based around the new Ascend ATM switch. The hype in the networking industry is unbelievable, 3com showed a big market share gain in RAS last quarter, but USRX was stuffing the channel for revenues. Should be interesting to see if that % drops off next quarter. I have to tell you ATM is hot in the carrier market right now, It's all I hear about. And one name I'm not hearing that often is CSCO. The recent MAE contract w/WCOM ($5million) is one of the few. I spoke to an analyst after reading about that and she was at a loss as to how CSCO even won that. You also make it sound like Ascend has a couple RBOC contracts and not much else, ASND has relationships w/ NTT, AT+T,WCOM,several RBOC's,PSI NET,Williams, several european PTT's. ETC... Ascend is clearly the team to beat in carrier class WAN(which you can bet is the future), and for the first time CSCO is not #1 in a major and very important area. And for the first time there is no one that they can buy that is going to put them at #1.