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

To: Dennis R. Duke who wrote (47434)	5/22/1998 1:45:00 PM
From: Narotham Reddy	Read Replies (1) \| Respond to of 61433

Everen Raises Ascend Communications Ascend Comm Reiterated Short-Term 'Outperform' at Everen Bloomberg News May 22, 1998, 7:21 a.m. PT Princeton, New Jersey, May 22 (Bloomberg) -- Ascend Communications Inc. (ASND US) was reiterated short-term ''outperform'' by analyst Christin Armacost at Everen Securities. -- Colleen Sferra in the Princeton, New Jersey newsroom, (609)279-3843

To: Dennis R. Duke who wrote (47434)	5/22/1998 1:47:00 PM
From: Narotham Reddy	Read Replies (1) \| Respond to of 61433

Lucent Will Be in Good Position to Make Big Buy, Analyst Says Bloomberg News May 22, 1998, 5:43 a.m. PT Murray Hill, New Jersey, May 22 (Bloomberg) -- Lucent Technologies Inc. could easily make a $10 billion to $15 billion acquisition as of Oct. 1, when an accounting change will enable Lucent to pay for a purchase with stock rather than cash, said BancAmerica Robertson Stephens analyst Paul Johnson, the online edition of SmartMoney Today reported. Four ''excellent strategic fits'' for Lucent are Ascend Communications Inc., Nokia Corp., Bay Networks Inc. and P-Com Inc.. These companies would help Lucent head off competition from Cisco Systems Inc. as computer networking and telecommunication companies converge into a single market, SmartMoney reported. Executives from networking and telecommunication companies are gathering at the Vortex98 conference in California this week for talks that may determine who provides consumers and businesses with phone and Internet services in the next century. (www.SmartMoney.com 5/22) --Kim Chipman in the Princeton newsroom (609) 279-4041/rmk

To: Dennis R. Duke who wrote (47434)	5/22/1998 3:15:00 PM
From: Jeff Jordan	Respond to of 61433

OT I have installed 2 lan cards, but have no experience in setting up the network...i.e. protocol etc....I need help, someone please private message me on configuring W95. I have the cards working properly but so far my link is unsuccessful? Help! Jeff

To: Dennis R. Duke who wrote (47434)	5/22/1998 9:31:00 PM
From: MMW	Read Replies (1) \| Respond to of 61433

Hi Dennis, I wouldn't surprise for ASND has given a conservative estimate guidance for future growth. I think the best thing for company to do on share holder behave is to meet expectation. I don't mind they surprise share holder on the upside earning report. Last lesson to be learned was at least in my view: 1) Know your business and do a good job of forecasting; 2) Always be conservative. Look at MSFT learn how to deal with public. As a share holder, we need to be patient. And given the company a chance for their newly adopted strategy to work. And be a long term investor. The short term thinking always put me in wrong side of making money. Cheers! Mike

To: Dennis R. Duke who wrote (47434)	5/23/1998 2:16:00 AM
From: Bindusagar Reddy	Respond to of 61433

Dennis, what do you make of this from CSCO. It seems like they are coming late to the ATM with inferior products with GANG CULTURE, labels like "Tagging", wild cats, POP EYE, SOUNDS LIKE A JOKE. They don't sound like leaders in this technology. Anybody with some knowledge int their endless products. Cisco to pop new products on customers By Jim Duffy Network World Fusion, 5/22/98 Cisco Systems, Inc. is expected to unveil two new products at ATM Year '98 that will be the first carrier-class ATM offerings to use the company's Tag Switching technology. Cisco's new service provider class products are code-named Wildcat and PopEye. Wildcat is a 20G bit/sec, 13-slot ATM switch based on Cisco's Catalyst 8500 architecture that features carrier-class redundancy. PopEye is a high-density T-1 access concentrator that provides high-speed ATM access to switches and routers in the core of the Internet. By employing Tag Switching, Wildcat and PopEye will be able to scale the Internet to handle increasing traffic loads by steering IP packets onto ATM virtual circuits. Tag Switching does this by labeling, or "tagging," packets with short, fixed-length units of data that map flows to virtual circuits based on destination prefixes and addresses. This helps scale the Internet by switching packets based on tag values rather than through full route table lookups. With Tag Switching, analysts expect Wildcat and PopEye to give competitive offerings from FORE Systems, Inc. and Ascend Communications, Inc. a run for the money in carrier nets. "[PopEye] is intended to drive a stake into the heart of the Ascend 9000 and 550," said Ron Jeffries, principal of Jeffries Research in Arroyo Grande, Calif. "And this is bad news for start-ups who plan to make their living serving as low-speed concentrators between the T-1 real world and the OC-12/OC-48/OC-192 ports on core super routers. There will be a huge demand for high-density T-1 concentration as an adjunct to the new class of super routers." PopEye will handle up to 960 digital modems and support 1,000 channelized T-1s, sources said. The uplink interface will be OC-3, and PopEye will sport a 40G bit/sec backplane by mid-1999, sources said. Wildcat is expected to support 128 OC-3s, 32 OC-12s and 8 OC-48s. The box will have "1+1" switch fabric redundancy in which the redundant fabric can handle the full switching capacity should the primary fabric fail, sources said. Wildcat features the MMC Networks, Inc. AnyFlow chipset. This is software-programmable silicon that makes wire-speed switching decisions at Layers 2 through 7 of the OSI model, while simultaneously providing per-flow queuing, packet/cell internetworking and multicast capabilities, according to MMC. Wildcat is expected to ship in early 1999, while PopEye is expected to ship in the third quarter of 1998. Pricing could not be learned by press time. (THESE JOKERS ARE AT LEAST ONE YEAR BEHIND IN THE TECHNOLOGY AND TIME TO MARKET. THEY ARE TALKING LATE 1998 AND EARLY 1998. GX550 WAS IN BETA IN 1997 AND IS SHIPPING IN FIRST Q 1998. TIME TO MARKET IS EVRYTHING IF ASND CAN EXECUTE AGGRESIVELY AND GET INSTALLED IN MAJOR CARRIERS AROUND THE WORLD.) Cisco declined comment.