Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stimpson J. Cat who wrote (41146)	3/26/1998 10:44:00 AM
From: Ms. Baby Boomer	Read Replies (2) \| Respond to of 61433

CNBC - Alger's portfolio includes ASND...PRICE TARGET OVER 50!

To: Stimpson J. Cat who wrote (41146)	3/26/1998 10:45:00 AM
From: gbh	Read Replies (1) \| Respond to of 61433

Alcatel's switch isn't multiservice. The need for multiservice in the backbone is questionable. This is what the edge's job is. More edge switches are sold so these better be good at what they do, and not get bogged down in other things or they tend to be non-competitive on cost. The few telco's that bought them really regret it. Not sure about this, but I'll take your word for it. If the are unhappy is it really about lack of multiservice in the backbone? That will keep them winning not only the edge switches, but the core too. I agree on edge, not sure about backbone. The GX550 will start out doing 250,000 SVC's and then move to a million. No other switch can come close. I think others currently do 16000 SVC per card in a 16 slot chassis, but I will find out who. You make some good points. But don't discount sales relationships. Alcatel is a large systems telecom provider, ASND is trying to be. My original point was that Alcatel may be targeting ASND for acquisition. If the GX550 performs as advertised and Alcatel's ATM efforts are waning, they (Alcatel) will look hard at acquiring, IMHO.