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

To: djane who wrote (47720)	5/29/1998 1:31:00 PM
From: djane	Respond to of 61433

ALA/XYLN rumor. How about a blockbuster ALA/ASND/XYLN combination? (just having fun...) exchange2000.com Talk : Communications : Xylan \| Previous \| Next \| Respond \| Earnings \| To: Eric Strohmeyer (2107 ) From: Lorare Friday, May 29 1998 8:53AM ET Reply # of 2110 Eric, Expect a news release today or Monday from Xylan outlining Xylan's participation in this IBM order. It should be very significant. Also, I heard that Alcatel spent three days at Xylan headquarters 2 weeks ago doing "due diligence" studies. Perhaps an acquisition is in the offing?

To: djane who wrote (47720)	5/29/1998 1:34:00 PM
From: djane	Respond to of 61433

Ericsson mum on Bay rumor news.com By Reuters Special to CNET NEWS.COM May 29, 1998, 6:45 a.m. PT STOCKHOLM--Swedish telecom group Ericsson declined to comment on a recurring rumor that it was interested in buying Bay Networks, which rose amid speculation it was the target of a takeover. "This is a rumor we've heard for a long time. It comes and goes. We don't comment on rumors like this," said Lars Ostlund, spokesman for Ericsson business area Infocom Systems. However, he told Reuters Ericsson was looking for potential partners within datacom, where Bay Networks was active. "But our focus is on smaller to medium-sized companies at the moment. But we aren't ruling out the possibility to make bigger acquisitions," Ostlund said. Volume in calls on Bay Networks swelled yesterday on the Chicago Board Options Exchange and takeover talk was widespread on an Internet message board devoted to the company. Bay Networks was not returning phone calls. Ericsson already cooperates with Bay Networks and is a reseller of Bay Networks equipment. The two companies announced on March 16 they would collaborate on the next generation of a wide area network IP switching system called MPLS. The cooperation was working well, Ostlund said. Story Copyright c 1998 Reuters Limited. All rights reserved. Go to Front Door \| Business \| Search Short takes \| One Week View Copyright c 1995-98 CNET, Inc. All rights reserved. Privacy policy.

To: djane who wrote (47720)	5/29/1998 1:38:00 PM
From: djane	Respond to of 61433

Cable and ADSL Modem IC Sales to Triple in 1998 Says The Information Network Friday May 29, 11:53 am Eastern Time Company Press Release NEW TRIPOLI, Pa.--(BUSINESS WIRE)--May 29, 1998--Shipments of ICs for Cable and ADSL modems will increase from $34.7 million in 1997 to $103.2 million in 1998, according to the report High-Speed Modems: Products, Directions, Markets, recently published by The Information Network, a New Tripoli, PA-based market research company. ''Although the V.90 standard for 56K modems has now been established, growth will be overshadowed by the utilization of cable and ADSL modems for Internet connection,'' notes Dr. Robert N. Castellano, President of The Information Network. ''Nevertheless, 56K analog modems will far outsell digital in 1998.'' In 1998, 26.4 million V.90 modems will be sold in North America, while only 640,000 cable modems and 730,000 ADSL modems will be sold. Shipments of ISDN modems (terminal adapters) will reach 683,000 in 1998, but stall as availability of cable and ASDL modems becomes more widespread. As a comparison, V.90 modems are capable of 56 Kbps (56,000 bits per second) while ADSL modems offer speeds of 6 Mbps (6 million bits per second) upstream and 640 Kbps downstream. Cable modems are also capable of 6 Mbps upstream and 768 Mbps downstream. ISDN has only a 2X speed advantage over V.90. IC manufacturers are keeping pace with changing modem technologies. Companies such as Analog Devices (NYSE:ADI - news), Broadcom (NASDAQ:BRCM - news), Cirrus Logic (NASDAQ:CRUS - news), GlobeSpan, Lucent (NYSE:LU - news), Motorola (NYSE: MOT - news), and Texas Instruments (NYSE:TXN - news) will ship $1.7 billion worth of modem chipsets in 1998. The Information Network is a leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries. Contact: The Information Network Dr. Robert N. Castellano, 610/285-4548 Web - theinformationnet.com E-mail - tin@theinformationnet.com More Quotes and News: Analog Devices Inc (NYSE:ADI - news) Broadcom Corp (Nasdaq:BRCM - news) Cirrus Logic Inc (Nasdaq:CRUS - news) Lucent Technologies Inc (NYSE:LU - news) Motorola Inc (NYSE:MOT - news) Texas Instruments Inc (NYSE:TXN - news) Related News Categories: computers, networking, semiconductors, telecom, telecom Help Copyright c 1998 Business Wire. All rights reserved. All the news releases provided by Business Wire are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving ina public database, redistributing via a computer network or in a printed form. See our Important Disclaimers and Legal Information. Questions or Comments?

To: djane who wrote (47720)	5/29/1998 1:45:00 PM
From: djane	Respond to of 61433

thestreet.com on Dell'Oro router/RAC stats. [CSCO/ASND growing RAC share at COMS expense.] Cisco Adds to Its Router Market Dominance thestreet.com By Kevin Petrie Staff Reporter 5/29/98 1:37 PM ET Leading networker Cisco (CSCO:Nasdaq) boosted its share of the router business in the first quarter, according to the latest market data from The Dell'Oro Group. In another market sector, Cisco and rival Ascend (ASND:Nasdaq) stretched further into 3Com's (COMS:Nasdaq) "remote access" business of connecting customers to the Internet. Both markets were smaller than they were in the fourth quarter, however, which might reflect more than the typical seasonal swings. Cisco's stock fell 1 3/16 to 76 1/4 at midday, during an ugly session for the Nasdaq. Ascend was down 3/8 to 42 15/16 and 3Com lost 5/16 to 26 3/4. Bay Networks (BAY:NYSE), another networker and a subject of renewed takeover speculation, traded 1/4 higher at 28 5/8 on heavy volume. Analysts Chris Stix and Vijay Rajamani, with Cowen, published a research note with Dell'Oro's data Friday morning. While Dell'Oro had given clients such as Cowen this data late Thursday, it declined to release any figures to the press until next week. Cowen credited the following numbers to Dell'Oro: Cisco grew its share of the high-end router market (often used by phone carriers or Internet service providers) slightly to 80.4% from 79.9%, and its share of mid-range routers to 65.5% from about 63% in the prior quarter. Bay slipped slightly in each category, to 14.4% and 9.3%, respectively. Cisco claimed 66.6% of the low-end router sales tallied by Dell'Oro, while Bay slipped slightly here to 9.6% from 10.3%. Routers are advanced computers that shuttle data between the networks that make up the Internet. Cisco penetrated another market as well. Its share of the remote access market climbed to 24.1% from about 20.6%. Ascend still leads remote access sales, growing its share to 30.9% from about 27.2% in the prior quarter. Both apparently took business from 3Com, whose share of remote access sales slipped to 28.2% from 34.4%. ISPs use remote-access concentrators to connect multiple subscribers to the Internet. Due to fierce competition, the average selling prices fell 7% from the prior quarter, according to Cowen. Overall first-quarter sales of routers and remote access products did slow some, between 4% and 11%, from the fourth quarter, but Stix says that reflects the "normal seasonal patterns." Phone carriers often pause in their spending early in the calendar year. Dell'Oro's influential data has limited implications. Dell'Oro strictly measures a company's initial sales, often to resellers or distributors rather than to customers. Those transactions don't necessarily equate to final sales to end customers. If products are piling up in the channel, user demand might be lower than Dell'Oro's numbers suggest. But the upshot is that Cisco keeps selling loads of routers, despite mounting competition. Bay Networks is forcing some of that competition. Like other networkers, it is building so-called layer-three switches that do the complex work of routers with cut-rate silicon chips more than with software. Layer-three switches work speedily, which eases capacity strains on the Internet. Dell'Oro says last quarter Bay claimed the largest share of layer-three switches. Cisco's answer to this threat will also help the company's efforts to maintain dominance in the router business: Next month Cisco ships a layer-three model that requires customers to rely on routers for certain tasks. Cowen kept its strong buys on Cisco and Ascend, and buys on Bay and 3Com. The firm has done no underwriting for any of the four networkers. See Also TOP STORIES Cisco's Industry Growth Figures Reflect Itself, Not Its Peers 5/26/98 3 PM TOP STORIES Networking Notebook: Lucent Unveils Internet Telephony Products 5/27/98 6 PM TOP STORIES ARCHIVE Cisco Company Quotes Ascend Company Quotes Bay Networks Company Quotes c 1998 TheStreet.com, All Rights Reserved. TOP \| ABOUT US \| CONTENTS \| SUBSCRIBE \| ADVERTISE \| TRADE ONLINE \| FEEDBACK \| SEARCH \| HELP