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

To: The Phoenix who wrote (44232)	4/14/1998 1:35:00 PM
From: Stimpson J. Cat	Respond to of 61433

Well, on this you are wrong. Cisco sells almost as many StrataCom switches as ASND has revenues. That is StrataCom is responsbile for close to $1B of Cisco's annual revenues...they still sell gob's of 'em - even to AT&T. You didn't see the US West deal? What about Telecom Italia and that latest win in Japan. Gary, notice I said future revenues. And I also noted that AT&T will still buy. AT&T is CSCO's single largest account. Before CSCO bought Stratacom AT&T was over 75% of Stratacom's business. But not too many others going forward. Japan? Just because someone said they'll buy switches doesn't mean they will. NTT is buying a heck of a lot of switches from ASND. Telecom Italia is buying ASND too.