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

To: scott maragioglio who wrote (39134)	3/14/1998 9:47:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

From the latest "News Only" post. <<UUNET is strengthening its position in the SDSL space with this upgraded offering aimed at small to medium sized businesses. This offering replaces their previous Ascend-based 128K service which UUNET announced with a lot of fanfare, claiming they were the first nationwide carrier to deploy this type of service.>> The way this is worded bothers me. Did ASND lose this with UUNET? Is the 768K service still ASND equipment based? Who is Telechoice? The article didn't seem clear on this. Anyone?

To: scott maragioglio who wrote (39134)	3/14/1998 1:06:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 61433

GTE has been installing all cascade product in the their core backbone. Which is interesting since they have a strategic agreement w/CSCO. I believe this gives a clue to the superiority of the Ascend ATM products to CSCO. I hope you're right going forward. Even though I own CSCO, I have far bigger positions in ASND and NN and hate to see the gorilla step all over everyone. If Cisco can buy off NN's switches, they could try to do the same with Ascend's. Let's hope they don't. Am I correct in saying ASND needs to incorporate SS7 and NN needs to incorporate IP over ATM? In other words, neither has the penultimate solution yet? I believe NN has voice over IP through their affiliate Vienna, and we know ASND will announce theirs the first week of April. Wonder where CSCO stands on these different applications? We know they buy their technology and if it doesn't work toss it aside and buy more. (Dagaz and now NetSpeed, for example.) But I ramble. . . Pat