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 : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: BayView who wrote (5500)	4/23/1998 2:51:00 AM
From: Neil H	Respond to of 6980

All Part of a Robertson Stephenson report on Ascend: BARS says that MCI and AT&T have the biggest frame relay networks in the world. MCI is currently in the process of upgrading their frame relay network which is comprised of 130,000 ports and more than 600 Bay BCN routers. BARS says that "Because Bay never invested in their frame relay technology, MCI has decided to look elsewhere for their upgrade -- our understanding is that the upgrade will be based on Ascend 9000s and 500s. Additionally, we believe MCI is currently building out its ATM backbone. While there are currently 22 Newbridge 36170s in place for ATM we believe future ATM upgrades will be at a minimum of 50% Ascend equipment." [Awesome!] Any products in this line in the pipeline that can compete? Regards Neil