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

To: Bindusagar Reddy who wrote (33197)	2/4/1998 1:28:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

The CC seems to vary from the published press release, as the former is more restrained and does not assert a gain in market share over ASND. Interesting. Gary Korn

To: Bindusagar Reddy who wrote (33197)	2/4/1998 1:31:00 AM
From: Gary Korn	Respond to of 61433

1. Chambers should be worried about GBX550 vis-a-vis ATM. 2. As far as dial access, Sector already has noted that ASND was weak in RAS/RAC last year. However, new s/w for TNT has been field tested and is to be officially released in February. In addition, UUNET currently is testing UUFAX, which I'm given to understand is available only on the TNT platform (via a s/w upgrade purchased from ASND...please correct me anyone if I'm in error on this). Maverick has posted other new RAS products and upgrades. It seems to me that this is a see-saw market segment in which the market lead can change from quarter to quarter. Gary Korn

To: Bindusagar Reddy who wrote (33197)	2/4/1998 2:41:00 AM
From: Dennis R. Duke	Respond to of 61433

From Michael Ashby's Presentation at Montgomery Securities Q4 revenue breakout. Numbers are based on total sales times percentages given in overheads by line of business: Access Concentration $125.8 43% Core Systems 122.9 42% Enterprise 29.2 10% Service & Training 14.6 5% Total Sales $292.5 100% I don't see a line of business in excess of $150 in Q4. Could be in Q1, we hope. Dennis

To: Bindusagar Reddy who wrote (33197)	2/4/1998 3:31:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 61433

I sure don't like his attitude, he sounds arrogant and tries to claim more credit than they deserve. I also listened to the conference call and at one point in the Q&A one analyst asked about Cisco's ranking in the remote access server segment. Earlier Chambers had said they were either number 1 or 2 in nearly every market they entered and the analyst reminded him they were number 3 in this instance. Chambers did a quick side shuffle by expounding on the xDSL market, saying it was moving aggressively, it would be developing this year and would be another year in the making. Perhaps this was his way of saying they still weren't there --- in terms of first or second ranking. I own both companies so don't want either to stumble. It was clear to me that Chambers knows the voice market is a challenge. He knows the telecommunications companies have an edge in integrating voice/data/video because of their position with carriers. If Ascend were to be bought by Lucent, it would give both companies a huge strategic advantage. (Do I understate?) Another analyst asked what it meant to be a "Cisco Powered Partner," and specifically if it meant an exclusive arrangement. Chambers said it didn't but to carry that mark a vendor had to utilize Cisco products in I believe 75% or more of a given service areas. Service providers are a different market from ISPs and enterprise networks. They want at least two vendors and will play them off each other. Lots of huffing and puffing on Cisco's part and from what I hear from industry insiders, their Dagaz DSL solution may turn out to be an ol' grey mare and not the stallion they bargained for. Their write-off for the purchase was $873M or .82 a share. I'm most impressed by the fact Cisco predicts over-all growth even though their Asia revenues will possibly drop into the single digits. This certainly bodes well for the entire sector. Pat