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

To: The Phoenix who wrote (41240)	3/26/1998 5:01:00 PM
From: Jurgen	Respond to of 61433

Adobe missed big time: From Briefing.com: Adobe Systems (ADBE) 48 +3 5/8: software products company reports Q1 net of $0.33 a share, sharply below the First Call mean of $0.44 a share and down from yr-ago net of $0.61 a share. Revenues declined 12.8% to $197 mln. Stock halted in after-hours...

To: The Phoenix who wrote (41240)	3/26/1998 5:39:00 PM
From: garrick le	Read Replies (1) \| Respond to of 61433

Gary, I agree with some of the points you made about Cisco 's marketing clout and proven success.However,technology delivered is just as important (if not more so) as marketing . AT some point in time,when the customers become disenchanted with certain products due to its performance or reliability,good marketing alone is not going to cut it.This may happen with Cisco in the next year or so. Did you know that Cisco ,despite its reputation as the premier networking vendor,could not create a reliable and relatively fast campus network for their own use :-) Seriously,I am talking about Cisco 's own net work,which their employees use everyday.It goes down often and it 's slow. How ironic ! GL

To: The Phoenix who wrote (41240)	3/26/1998 5:53:00 PM
From: Stimpson J. Cat	Read Replies (1) \| Respond to of 61433

You'll lose that bet too... Perhaps you should quit while you're ahead. Not a chance. :) BTW: contrary to what you may believe, carriers are in business to make money. Therefore they don't buy technology unless they either make them money today or are a way to plan for the future. Either way there is a solution behind it. Show me a carrier (after the SMDS debacle) that has purchased technology for the sake of the technology only. I think I already made the point about making money. I also think I already showed you the carrier who purchased technology. AT&T was Cisco's single largest customer. The AT&T Stratacom network is the largest FR network in the world. Yet AT&T chose ASND's technology for ATM. Despite John's claims that they were making a big mistake and they should stick to the Cisco relationship. He pushed the relationship angle and all the marketing glitz. But AT&T and the other carriers don't buy marketing. I don't know what you are fishing for with SMDS. It really has no bearing here.