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

To: George T. Santamaria who wrote (1245)	3/3/1998 2:29:00 AM
From: djane	Read Replies (1) \| Respond to of 1629

[Telecommunications Magazine article. ASND references] Cabletron: Engineering a Comeback. A scrappy contender stumbles and recovers with a new CEO and a new corporate direction. [Well, maybe next year...] Susan O'Keefe, February 1998 telecoms-mag.com Excerpts relevant to ASND "So far Cabletron has been relatively quiet about its plans to introduce new products into the service provider market. They already have a few products in the market in a very hot area--remote access--that they acquired with the purchases of Network Express and Netlink in 1996. But the small foothold they gained may be a case of too little, too late, according to Armstrong [Dataquest analyst], who said the remote access market may already be closed to Cabletron. "[With the Ascend-Cascade and 3Com-US Robotics deals] remote access is pretty much an area that's already spoken for," he said. "Cabletron may have to deliver something to meet the requirements of their installed customer base, but to suggest they would make an acquisition or develop a product that would suddenly create a dynamic presence for them in the market, I don't think it's very realistic." "The enterprise companies may have a leg up on the traditional voice companies in the future as service providers and corporations consolidate their voice, video, and data over a single network. "To the extent that Cisco, Bay, 3Com, and Cabletron can leverage their data experience, it does give them some sort of advantage [over the Nortels and Lucents]," Speyer of the Yankee Group said. Heritage of UBS Securities agrees: "Data is moving extremely quickly in the carrier space." He added that Cisco has the best position among the enterprise companies because it has such a large market share in the Internet space. "Data will play a greater role in the development of carriers' networks and eventually phone company networks are going to be based on a data network format. So I think that the opportunity for these traditional data networking companies is excellent because they understand data."" telecoms-mag.com

To: George T. Santamaria who wrote (1245)	3/3/1998 2:27:00 PM
From: Maverick	Respond to of 1629

MOre details on Cisco's AS 5800 By Jim Duffy Network World, 3/2/98 San Jose, Calif. - Cisco Systems, Inc. last week unveiled a product that will help users deploy virtual private networks (VPN) and keep them from being disconnected from the Internet. Cisco unveiled the AS5800, a high-end dial access concentrator for service provider points of presence. The AS5800 is designed to allow enterprises to deploy multimedia applications and take advantage of VPN and quality-of-service (QoS) offerings from their service providers. The AS5800 combines a 14-slot dial shelf, housing up to 720 modems, and a Cisco 7206 router. The AS5800 also features up to 24 ISDN Primary Rate Interfaces and channelized T-1/ E-1 interfaces. When configured in a Cisco AccessPath stack, the AS5800 can support tens of thousands of modems and 500 PRIs, Cisco said. Each AS5800 modem card houses 72 modems, while the T-1/E-1 cards sport 12 ports. All AS5800 modem cards are hot-swappable, which means users can replace modem hardware without taking the system down. The system is designed to provide 99% availability, or about five minutes of downtime per year, Cisco said. The AS5800 router shelf runs Cisco's IOS 11.3 routing software and all of the QoS and dial VPN features, such as NetFlow, the Resource Reservation Protocol, IP precedence, weighted fare queuing, Layer 2 tunneling protocol, Layer 2 Forwarding and IP Security. The router shelf also can support Fast Ethernet, serial, High-Speed Serial Interface, ATM and Packet-over-Synchronous Optical Network (SONET) backhaul trunks.

To: George T. Santamaria who wrote (1245)	3/3/1998 2:28:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1629

more details on CSCO's AS5800, part II The router shelf can be upgraded to support a Cisco 7500 or 12000 Gigabit Switch Router, Cisco said. The AS5800 also supports Signaling System 7 (SS7), which enables users to integrate and interoperate with large-scale voice infrastructures in the public switched telephone network (PSTN). With SS7, the AS5800 also can off-load voice switches in the PSTN. Managing traffic For management, Cisco rolled out the SC3640 System Controller for the AS5800. The SC3640 provides local data collection and parameter monitoring so WAN links are not backed up with management traffic. Cisco has been steadily gaining share in the dial access concentrator market. Through the third quarter of 1997, Cisco held a 14.9% share of the $437.8 million in worldwide access concentrator revenue, up from 14.2% in the second quarter of 1997, according to Dell'Oro Group, a consultancy in Portola Valley, Calif. Cisco's rivals in this market are Ascend Communications, Inc. and 3Com Corp. Ascend lost market share between the second and third quarters, dropping from 36.5% to 29%, while 3Com rose from 35% to 41%, according to Dell'Oro. For the fourth quarter, Dataquest, Inc. projects that Cisco's revenue will rise by 53% sequentially, while 3Com's will drop by 20% and Ascends will decrease by 8% on a se- quential basis. Cisco hopes the AS5800 will help it eventually overtake Ascend and 3Com. The AS5800 is available now and costs $515 per port. AS5800 overview by CSCO cisco.com