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

To: Dennis R. Duke who wrote (32796)	2/1/1998 2:01:00 PM
From: Dennis R. Duke	Read Replies (2) \| Respond to of 61433

This was a chart not presented at the Morgan Stanley conference but new at the Monty. Replica of chart presented at Montgomery Securities conference: CLEC Growth IDC Jan. 1998: CLEC Market Share Leaders Market Millions of Dollars Ascend Share 96 Revenue 97 Revenue Customer 1 MFS Comm. (WorldCom) $626 $860 Yes 2 Teleport Comm. Group (AT&T) 245 447 Yes 3 MCI Metro 178 335 Yes 4 Intermedia Comm. 100 235 Yes 5 ICG 109 170 Yes 6 Brooks Fiber Comm. 46 131 Yes 7 McLeod USA 52 110 Yes 8 GST Telecommunications 46 92 Yes 9 Electric Lightwave 31 63 Yes 10 ACSI 9 56 Yes CLECs Represent the Fastest-Growth Segment Within the Carriers Group Calculations based on presented information (Not part of Presentation): Total for Top 10 (Not in Presentation) $1,442 $2,499 96/97Growth Dollars %age MFS Comm. (WorldCom) $234 37.4% Teleport Comm. Group (AT&T) 202 82.4% MCI Metro 157 88.2% Intermedia Comm. 135 135.0% ICG 61 56.0% Brooks Fiber Comm. 85 184.8% McLeod USA 58 111.5% GST Telecommunications 46 100.0% Electric Lightwave 32 103.2% ACSI 47 522.2% $1,057 73.3% Bottomline, Like that Mory is going after a space that is growing at 73%. Let's hope my first table posting on SI, if not private message me an education. Thanks, Dennis