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

To: Joseph Pareti who wrote (44685)	4/17/1998 8:13:00 AM
From: Joseph Pareti	Read Replies (2) \| Respond to of 61433

TO ALL: questions on BAY pointing to BAY/ACCELAR weakness it was cited that "the Accelar product has very long sale cycle as customers are forced to choose between ATM and non-standard Gigabit Ethernet technologies" Why? isn't GE well established for the LAN ? They also relate BAy weakness to the absence of an ATM solution. But what puzzled me most is the following : "Bay's difficulties are to be expected: the networking market is growing only at 25-35% and until the carrier market opens up wide everybody will have to fight against CSCO. We believe that Bay, by year-end will have a very strong product portfolio, equivalent only to CSCO's." Comments are welcome