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

To: The Phoenix who wrote (47681)	5/28/1998 3:02:00 PM
From: Thomas M.	Respond to of 61433

...Yes, ASND has their latest product on the market. These products will be leap frogged by Cisco... You assume CSCO will come out with a product that will "leapfrog" ASND's, despite no prior demonstration of that ability. Once again, you show just how closely you are married to this company and its stock. Do you remember the "Golden Dagger" program? Maybe if CSCO gices away these ATM switches, they can get some market share. -g- Tom

To: The Phoenix who wrote (47681)	5/28/1998 3:42:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 61433

Gary and Hitesh -- IDC has the figures. However, they charge $2000 for the report. This means we have to pool our resources (not dollars) and figure out a way to get the stats without resorting to extortion. :) Pat >>> Remote Access Market Review and Forecast, 1997-2000 Brad Baldwin Bulletin #16110 - May 1998 Table of Contents - Abstract - Summary - Full Document - Print Format - Order Purchase realtime via credit card by clicking the Order link. This document costs $2,000.00 US Dollars plus tax. ------------------------------------------------------------------------ Table of Contents IDC Opinion Scope And Definitions Exclusions Forecast Assumptions Forecasts RAS Concentrators Total Remote Access Server Private Versus Public RAS Conclusion List of Tables 1 Worldwide Fixed-Port Remote Access Server Market, 1996-2002 2 Worldwide Remote Access Server Concentrator Market, 1996-2002 3 Worldwide Remote Access Server Market, 1996-2002 4 Worldwide Remote Access Private Versus Public End-User Revenue Forecast, 1996-2002 >>>>

To: The Phoenix who wrote (47681)	5/29/1998 2:38:00 AM
From: bucky89	Read Replies (2) \| Respond to of 61433

As for ATM Switching. Yes, ASND has their latest product on the market. These products will be leap frogged by Cisco....then ASND will come out with a counter. This is very typical in this industry. Gary, I'm not sure you realize how much that Stratacom hiccup at AT&T may have screwed up Cisco's image the FR/ATM market. I've met with about four or five ISP's over the last month, including the very largest ones. They are all either in the process of deploying Ascend ATM now, or looking hard at it. I was quite shocked myself at how unanimous the consensus on Ascend's superiority was. Even GTE who is a loyal Cisco disciple is now deploying buttloads of Ascend GX550's. Only a few months ago that would have been unthinkable, as packet-over-sonet was the only true way to salvation. Cascade for many years has had the very best track record when it comes to testing and debugging their products. The BSTX9000's and CBX500's have years and years of testing and debugging behind them. You might be able to momentarily leapfrog them in capability, but you won't be able to in their track record. The ISP's know this very well, and have AT&T's pain to remind them of this. IMO the ISP's won't go back to Stratacom--they'll wait for the next best product from Ascend. I think the WAN networking battlefield has finally taken shape. Cisco owns the router market, and Ascend owns the ATM/FR market. Lucent owns nothing. bucky89