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

To: PerryA who wrote (44684)	4/17/1998 8:02:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 61433

TO ALL, re GG report: I am sure most of you have seen this exchange2000.com questions : (1)how does the STRATACOM part of CSCO compare with ASND/CSCC. Is this a direct competition to ASND core switching ? Moreover, Eric Benahamou of 3com commented on the stratacom acquisition last fall "when csco purchased stratacom it was with a deliberate intention to compete for the network infrastructure of carriers and to compete against telecom equipment vendors. In that battle they compete against Siemens, Fujitsu, Erikson, Lucent, very large established companies who have broad, deep relationships with carriers" (2) what is "layer 3 " (3) comments on the "partnership" LUCENT-BAY are welcome (4) GG have defined 4 camps that will dominate networking until 2002; the 4th camp is represented by siemens/newbridge/3com and they refer to the "access segment", but no mention of ASND RAS; any idea why not ?