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

To: Stimpson J. Cat who wrote (41243)	3/26/1998 8:29:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

Are you saying that ATM has no solution benefit? Why is AT&T installing ATM? Why did they purchase the ASND platform as opposed to using the STRM platform? Do you know the entire story? Is it that you simply like to demonstrate what little knowledge you have of the sales situation or is it you simply like to encite folks on the thread? Anyway, please don't respond. We are apparently coming from two entirely different angles. ATM has a fundamental capability (which STRM sold AT&T on)...multiservice and dynamic allocation - it allows AT&T to place more users on the infrastructure without requiring more bandwidth. The entire solution set was sold by STRM and ASND capatilized on this solution by delivering a lower cost (per port costs were a critical issue in the decision) platform than STRM could deliver. There are other polictical reasons AT&T chose this route as well. In the long run however Frame Relay and ATM build out is good for the sector and good for both ASND and CSCO which should make us all happy. AT&T continues to build out the Cisco/STRM frame relay network which in turns help drive more ATM backbone equipment from ASND. So Stimpson. I will not trade barbs with you, I haven't the time nor the inclination. You are wrong about carriers purchasing technology, they do it to make money, not to purchase technology. Developing technology is one thing, spinning it into a useable valuable solution which allows carriers to make money is also a significant portion of the battle. Cisco/Strm innovate in this space, ASDN follows with the "better, faster, cheaper" approach... This has left good markets for both companies. Gary