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 : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: micromike who wrote (4076)	4/9/1998 10:03:00 PM
From: pat mudge	Respond to of 18016

Mike -- I listened to Ascend's conference call and felt the comments re: ATM were extremely positive. My comments as posted to the ASND thread; "CLECs emerging --- need product differentiation and lower prices." "Williams, Level3, and Qwest --- emerging highspeed networks are driving incumbents to upgrade networks." "PTTs see handwriting on the wall and must upgrade." "Voice over IP/Frame Relay --- the difference is that ASND is shipping now. Customers are using our products." "ATM/FR --- recent wins in backbone. Demand is strong here and in Asia and Europe." "In enterprise access the market is evolving at unprecedented pace." "We expected Core Systems to be flat but demand was strong (FR/ATM)." . . . "Backbone moving to ATM over Sonet." "Japan shows great saturation in network and demand (to upgrade). Timing is the question. Will they decide to expand?" . . . "International market will increase. It will represent over 30% by end of year." Pat