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

To: gbh who wrote (41137)	3/26/1998 10:21:00 AM
From: Stimpson J. Cat	Read Replies (2) \| Respond to of 61433

>Stimpson, you are correct that Alcatel doesn't support 2.4G yet, I overstated this. However, be clear that ASND has only announced this and won't be shipping for some time yet either. Some time should be next quarter. >The fact remains that that the Alcatel switch fabric is currently at 80Gb/s, quite enough to support many 622 links in and out, and hence its backbone classification (along with other attibrutes related to high reliability; although all vendors now seem to have these, too). ASND currently only ships the CBX500, a 2.5 or 5Gb/s product. The soon to ship GX500 starts at 25G and can go to 100G. Alcatel's switch isn't multiservice. That's why they haven't sold too many. Same for Lucent's Globeview which is 80GB. The few telco's that bought them really regret it. Take GTE for instance. ASND's ATM offers more services than any other vendor. That will keep them winning not only the edge switches, but the core too. Another factor for core is SVC performance. The GX550 will start out doing 250,000 SVC's and then move to a million. No other switch can come close.

To: gbh who wrote (41137)	3/26/1998 11:28:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

The fact remains that that the Alcatel switch fabric is currently at 80Gb/s, quite enough to support many 622 links in and out, and hence its backbone classification (along with other attibrutes related to high reliability; although all vendors now seem to have these, too). ASND currently only ships the CBX500, a 2.5 or 5Gb/s product. The soon to ship GX500 starts at 25G and can go to 100G. And you can put money on the fact that other competitors in this market are also building similar products. ASND simply pre-announced... Perhaps other vendors have more to risk from delaying purchases. ASND is in a position where they have little to risk and can make bold announcements. If they deliver - which I suspect they will, ASND should do well. If they're late, eeeesh. Gary