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

To: Dennis R. Duke who wrote (45761)	4/30/1998 4:09:00 AM
From: HammerHead	Read Replies (1) \| Respond to of 61433

contract, contract, more contracts ..... Ascend gets $20 million contract with DBN ST. LOUIS, April 29 (Reuters) - Ascend Communications Inc. and Digital Broadcast Network Corp. said Wednesday they signed an agreement for Ascend to provide more than $20 million in equipment for DBN's planned telecommunications network linking 28 U.S. and Canadian cities. The contract is for the rollout of an Internet Protocol-based network, which will be used for voice, video and and high-speed data. DBN will provide both local and long-distance telephone service on the network, as well as access to the Internet and other networks. The company will target large corporations. DBN said that although the network is based on Internet technology, it will be able to connect to traditional phone lines. DBN said the first part of the network will be completed by September 1 and ready for commercial service in mid-September. Shares of Ascend were up 1-1/4 at 43-1/4.

To: Dennis R. Duke who wrote (45761)	4/30/1998 7:04:00 AM
From: Stimpson J. Cat	Read Replies (1) \| Respond to of 61433

A: Ascend will announce more plans during SuperComm, including delaings with Ciena (what and when is SuperComm?) Supercomm is a huge global carrier trade show this summer. Everybody who is anybody will be there. super-comm.com

To: Dennis R. Duke who wrote (45761)	4/30/1998 7:07:00 AM
From: Neil H	Respond to of 61433

Dennis I am sure I am speaking for all on this thread in thanking you for your efforts to pass on the H & Q Presentation. Thanks!!! Regards Neil

To: Dennis R. Duke who wrote (45761)	4/30/1998 7:29:00 AM
From: gbh	Respond to of 61433

Dennis, your time and effort spent at the HQ Conf. is very much appreciated. Thanks again. Gary

To: Dennis R. Duke who wrote (45761)	4/30/1998 9:18:00 AM
From: George Coyne	Respond to of 61433

Dennis, Let me add my expression of appreciation for your efforts, and especially your insight! Your impression of the communication nuances at these meetings is especially valuable to me. G. W.

To: Dennis R. Duke who wrote (45761)	4/30/1998 10:23:00 AM
From: Bindusagar Reddy	Respond to of 61433

Dennis, Thank you for your invaluable information from H&Q.

To: Dennis R. Duke who wrote (45761)	4/30/1998 10:26:00 AM
From: Bindusagar Reddy	Read Replies (3) \| Respond to of 61433

What is RFP? anyone can answer. Thanks.

To: Dennis R. Duke who wrote (45761)	4/30/1998 12:16:00 PM
From: djane	Respond to of 61433

4 questions to the thread based on Dennis Duke's H&Q Conference Summary A. Q: What is happening in WDM? Fill us in more A: Ascend will announce more plans during SuperComm, including delaings with Ciena? [Does this rule out LU? Have ASND and CSCO shared suppliers in this way before?] B. Q: Comment on the win ratio? A: I am very Bullish. We have won on Qwest agaisnt Cisco, LCI agaisnt NN, etc. We do not see Cisco/Stratacom much. Nortel is getting a little stronger. Q: How is the competitive environment, i.e., where is Ascend compared to Cisco? A: I am very bullish. Ascend is well ahead of Cisco. We are not seeing Cisco Stratcom in many of our accounts. [Wow. This is strong stuff. Why has Stratacom declined so much? New products coming soon?] C. Q: What is Lucent planning with Yurie? A: We can't figure out what they will do with Yurie. We can't figure out why they bought it. Michael added it sure give this industry a greater value. Q: How has Livingston's purchase by Lucent changed the competitive environment? A: It has not changed. They are behaving very much the same and we are still picking up business. [What is LU's strategy? It seems confused. YURI and Livingston don't seem to have added much. I've read that LU wants to emulate CSCO's success in acquiring and quickly integrating numerous startups.] D. Q: Where are you seeing strenght and RFP coming from? A: RFPs are coming from all over the world. Global, FT, DT and others are looking for ATM RFP responses. As is Italy. RFPs are new business and we have to earn that business (you see a mix of confidence with these caution statements). [Isn't Global a 3Com customer? This is a very impressive list of potential new business.] I would appreciate any responses/comments on the above areas. Many thanks to Dennis Duke for the write-up. ASND management seems to have a nice quiet confidence in their prospects for the coming years. djane