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

To: Dennis R. Duke who wrote (39145)	3/14/1998 12:32:00 PM
From: jach	Respond to of 61433

<IP Telephony and Virtual Private Networks were the big themes> Virtual means being in effect but not there; Private means it's not Public and maybe nobody should know; and Networks means basically everything. Based on that, looks like VPN actually means "nobody knows what they're talking about" So, not surprising to see all these companies branding the remote dial-in tunneled connectivity with some mixture of authentication and security as VPNs.

To: Dennis R. Duke who wrote (39145)	3/14/1998 3:41:00 PM
From: bucky89	Respond to of 61433

Hi Dennis, Thanks for posting my message on SI. I thought I'd respond to you here, with this free trial membership I just signed up for. May I also say that I've appreciated your posts in the past on Yahoo. What I saw at Internet World was pretty exciting. I was there to look at VPN and VoIP solutions for our corporation. There were dozens of vendors hawking these solutions. But the key issue for the success of both of these applications is quality of service (QoS). Without the ability to differentiate QoS, the public Internet becomes one big grab bag of bandwidth--grab as much as you can for a fixed fee. The Internet then becomes bogged down with everyone using all they can, without paying for it. So far, no one has been very effective in managing QoS with IP layer 3 technology. GTE has experimented with RSVP, but they seem to have given up. Rather, UUNet and most ISP's are using ATM PVC's to provision internet bandwidth for paying customers. It appears this may be the best way to reserve bandwidth for the customers who pay for it. This is why ATM is so hot now. Forget ATM to the desktop, or MPOATM. ATM will be used for carrier backbones. Soon, (according to Michael Gaddis) ATM's get much smarter, and will be able to specify latency other performance parameters on a per-PVC basis. It looks like Ascend's CBX500 seem to be out in front, being the current product of choice for carriers. There are a large number of vendors coming out with voice over IP gateways, but most seem to be using NT (haha!), which won't cut it for the carrier market. Ascend will be only one of many vendors in this market including Lucent. I hope Ascend's products succeed in this area, but do note they have a lot of competition. Bucky89

To: Dennis R. Duke who wrote (39145)	3/14/1998 4:04:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 61433

Dennis -- Speaking of assignments, the big excitement next week is CeBIT in Hanover. messe.de globis.de List of lectures on ATM, none by Ascend: CeBIT 98: Corporate Lectures about ATM - High-speed networking - Venue: TCM, Ground Floor Thursday, 19.03.98, 09:45 CISCO, Lonnie Schilling High-speed networking solutions with ATM, Fast Ethernet and Gigabit Ethernet Conference Room HAMBURG Thursday, 19.03.98, 10:45 Siemens, Joachim Huch-Hallwachs The virtual ISP - Outsourcing Internet Services on a Wholesale Basis Conference Room HAMBURG Thursday, 19.03.98, 11:30 Application orientated solutions Deutsche Telekom, Norbert Hentges T-Net-ATM: High-speed networking - customer solutions Conference Room HAMBURG Thursday, 19.03.98, 12:15 ATM vs. Gigabit Ethernet? Controlware, Mike Lange Gigabit Ethernet - The last resort?! Conference Room HAMBURG Thursday, 19.03.98, 13:00 ATM vs. Gigabit Ethernet? Fore Systems, David Drury Evolving to Gigabit Networking Conference Room HAMBURG Friday, 20.03.98 Friday, 20.03.98, 16:30 ATM for public networks RAD DATA, Dr. Yuri Gittik Solutions for end-to-end control of ATM public services Conference Room HEIDELBERG Saturday, 21.03.98 Saturday, 21.03.98, 16:45 ATM vs. Gigabit Ethernet? HITACHI, Richard A. Sweatt Realtime Multimedia Applications Enabled Through Traffic Management: The Tie That Binds ATM and Gigabit Ethernet into A Combined Network Solution Conference Room FRANKFURT Sunday, 22.03.98 Sunday, 22.03.98, 16:30 Emulation, integration, migration RADCOM, Yuval Mor Interconnecting ATM networks - PNNI and MPOA Testing Conference Room BERLIN Monday, 23.03.98 Monday, 23.03.98, 13:45 ATM vs. Gigabit Ethernet? NK Networks, Hartmut Leyendecker High-speed networking with Gigabit Ethernet and ATM Conference Room BERLIN Monday, 23.03.98, 14:30 Integration of existing networks Cabletron Systems, Burkhard Germer Technology-independent connection and policy management Conference Room BERLIN Monday, 23.03.98, 16:00 Trends and current developments Deutsche Telekom, Karl-Heinz Stolp T-Net-ATM, new services, features and solutions for customers Conference Room BERLIN Monday, 23.03.98, 16:45 ATM for public networks RAD DATA, Dr. Yuri Gittik Solutions for end-to-end control of ATM public services Conference Room BERLIN Monday, 23.03.98, 17:15 ATM vs. Gigabit Ethernet? 3Com, Frank Heindorf High-speed networks with ATM and Gigabit Ethernet Conference Room BERLIN Wednesday, 25.03.98 Wednesday, 25.03.98, 10:00 ATM for public networks Lucent Technologies, Anthony L. Fox High Performance End-to-end Quality of Service for ATM networks Conference Room BERLIN Wednesday, 25.03.98, 11:00 ATM for public networks Deutsche Telekom, Herbert Reinhardt T-Net-ATM: The ATM offer of the Deutsche Telekom Conference Room BERLIN Wednesday, 25.03.98, 11:45 ATM for public networks Newbridge Networks, Mike Wilkinson Carrier Scale Internetworking (CSI) - Network Architecture for Advanced IP Services Conference Room BERLIN Wednesday, 25.03.98, 12:30 Emulation, integration, migration Telemation, Peter Wolf MPOA - Routing over ATM Conference Room BERLIN Wednesday, 25.03.98, 13:15 Emulation, integration, migration Newbridge Networks, David Vant Deploying Multimedia Intranets with MPOA Conference Room BERLIN Wednesday, 25.03.98, 14:00 Integration of existing networks 3Com, Carsten Brockmann Voice/Data Integration over ATM Conference Room BERLIN