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

To: Todd DeMelle who wrote (41245)	3/26/1998 8:49:00 PM
From: David Lawrence	Read Replies (2) \| Respond to of 61433

>>Could this be the death of the commodity modem with only a x2 modem running aprrox. 50% faster than the v.34 standard. Does this mean that a ISP most run x2 to do this. With only Bay, and 3Com making the hubs to make this work, will all the Flex ISP have to start buying Total Control or will the Ascends and Lucents of the world have to get the rights to x2. Not necessarily. Most people don't realize that V.90 is client-smart, server-stupid. The client modems tell the server what to do - how to modulate, how to retrain, etc. I understand that the server side is relatively dumb. 3Com/USR clearly has a superior implementation of V.90 code, and will probably kill all of the other Rockwell client modem OEMs once there are significant ISP upgrades to V.90 on their servers. So, I wouldn't call it an Ascend killer, at least not yet. How well they have implemented server-side V.90 remains to be seen.