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

To: Ms. X who wrote (47743)	6/12/1998 12:23:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

Hey gang, So did I miss anything? What was the reaction here to the Sprint/Cisco ION thing? What about the fact that Cisco won the Sprint ATM backbone? I was in Atlanta at Supercom and went by the ASND booth as well as other networkers. Although ASND had a great spot on the floor their booth was low quality - very disappointing. Now, don't shoot me..I'm just reporting what I saw. The booth didn't really show the power of the ASND product line and it was staffed by a bunch of guys that were rather cocky. I was not impressed. These guys even went as far as to talk down their competitors while providing information, something that is often distasteful for prospects considering multiple vendors. i for one found this uncomfortable being invested in a number of these companies. The LU and NT booths were awesome but way too much was going on to really leave with the big picture. You could have easily spent a day in those booths. The trouble was they were discussing their entire product lines voice, data, WDM, etc. in them... Like I said, it was difficult to leave with a big corporate picture. The BAY booth was a positive JOKE! You sat through a presentation which I thought was going to be a product presenation. All it was was a bunch of customers talking about what a great company BAY was. AFter 5 minutes you handed in your card and you received a T-shirt. The guys in the booth were pathetic - unknowledgable. They had a VoIP demo which sounded very poor. No one really understood the data/voice industry very well and they were unable to answer questions correctly. The cisco booth was the only booth that I feld really hit the target. They had constructed a CO rithg there in the booth. They had a presenation right there in front of the CO where they discussed the products and the future of service deployment. Cisco was able to demonstrate how a service provider could construct a service model for xDSL, Cable, Voice, Multiservice etc. They had a couple of remote offices connected to the CO which allowed one to really grasp the end to end solution. At the end of the show it was apparent service providers have a lot to choose from. The mainstays of LU and NT clearly were dominant legacy companies. Cisco looked real and ASND looked like an integral player although more a sideline than anything else. BAY and COMS were pathetic. No service provider in their right mind would go with them if this was their first exposure to those companies. Again, this is all one mans opinion. OG