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

To: The Phoenix who wrote (32716)	1/31/1998 11:24:00 AM
From: Larry J.	Respond to of 61433

Gary, Your point about CSCC products being primarily marketed in the U.S. vs. International channels and how this was beginning to change was discussed by Ashby and Schneider yesterday at the Montgomery conference. They also pointed out that the top 10 CLEC's in the U.S. were all ASND customers. Larry

To: The Phoenix who wrote (32716)	1/31/1998 11:32:00 AM
From: Larry J.	Read Replies (2) \| Respond to of 61433

Gary, There are absolutely CSCC products in the NTT contract, in fact, this seems to be the primary content: exchange2000.com Larry

To: The Phoenix who wrote (32716)	1/31/1998 12:05:00 PM
From: scott maragioglio	Read Replies (2) \| Respond to of 61433

Gary, Core products is what we are talking about right, Williams is connecting dense wave multiplexing equiptment right to Ascend ATM switchs. As far as overseas sales of CSCC products, good point they are just starting to sell overseas, should boost cascades already great numbers. Do those ATM #'s include LAN? I did'nt get a chance to check. As far as NTT goes, there plan is to build out a nationwide data network in Japan, The buisiness is Ascends to lose. As far as AT+T, who told you that, a Cisco sales rep. I think you would agree that most carriers(especially AT+T) care only about Price/performance,reliability. Do you really think that they are basing any part of a major stategic plan( migrate to a new public network) on politics? I have to call bullshit on that. As far as ISP's go forget them, they are now irrelevant. ISP's with less the 300k subscibers are the dead spot in the market. they are just waiting for some CLEC to come buy them out. The real question is how long it takes carriers to throw all their traffic, Voice/data/fax up over the internet. And if you want to talk about what you heard I have a source from Ascend(biased i'm sure) who is telling me that while everyone is worried about Cisco Moving on Ascend, Ascend is taking Cisco and Newbridge down. Stealing market share in the core. Don't get me wrong, I own Cisco, have for years. And Cisco is going to remain king in their core areas. But it's a tough game when you can't buy your way in. The customer(telco) is fundamentally different in this area, just saying you have the best product does'nt cut it.