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


To: Jack Whitley who wrote (49246)6/24/1998 9:46:00 PM
From: Joseph Colombo  Respond to of 61433
 
<<What does worry me though is that I haven't seen posts from a bunch of the "regulars" in quite some time. Pat Mudge, Glenn, DJANE, the other Gary, etc. Did they all bail on some information ? I hope not.>>

Jack,

I think most everyone is still around. I know that I slowed my posts for a month or so due to some of the heavy BS that the shorts where causing.

Joe



To: Jack Whitley who wrote (49246)6/24/1998 9:56:00 PM
From: WebDrone  Respond to of 61433
 
Jack, optical layer for gigabit ethernet...

<A recent breakthrough in WDM development will result in next generation Dynamic DWDM devices. These will be fully integrated with router
and switching technology to take advantage of significantly higher backplane speeds and will incorporate protocols beyond Gigabit Ethernet such
as OC-48 and OC-192. These products are planned for introduction in the first half of 1999.

Current generation DWDM solutions offer only multiple fixed point-to-point connections on a fiber loop. However, data networks require rapid
simultaneous and addressable connections to many sites to maintain efficient operations. Reconfiguration of current networks require either
expensive digital cross-connects or physical rearrangement of components on the loop.

In contrast to current generation DWDM solutions, MRV's Dynamic DWDM will create an optical layer for the access network. This optical
layer will perform routing, switching and optical cross connect functions completely in the optical domain. >

from biz.yahoo.com

I agree with you that optical networking might be very big news indeed.

Just pointing out that more and more stuff is popping up about practical optical networking being near at hand... what interesting times!

Richard



To: Jack Whitley who wrote (49246)6/24/1998 10:20:00 PM
From: gbh  Read Replies (1) | Respond to of 61433
 
I haven't seen anyone else announce transparent trunking directly to fiber with no SONET or cross-connects. I think this is very big news.

Jack, the only other related news I've seen is from CSCO/CIEN, but that one did not include a demonstration, just a strategic direction. However, if this was really the first demonstration of this connectivity, the press release didn't play it up that well.

What does worry me though is that I haven't seen posts from a bunch of the "regulars" in quite some time. Pat Mudge, Glenn, DJANE, the other Gary, etc.

Pat - not sure.
Glenn - still long as of a few days ago.
djane - vacation in Europe (World Cup)
other Gary - still long as of a few days ago.

Frankly, I can't blame anyone who has sold recently, or at least lightened up. Many people are now nicely profitable after a long wait.

Gary



To: Jack Whitley who wrote (49246)6/25/1998 9:40:00 AM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 61433
 
ASND and DWDM:NN's has already embodied this feature into 36170 m ultiservice switch for comertial sale last:KANATA, Canada and MUNICH, Germany, September 29, 1997 -- Siemens and Newbridge today
announced their asynchronous transfer mode (ATM)-based Distributed Service Delivery program which
provides unique networking solutions for metropolitan area network applications. This technology evolution
enables the cost effective delivery of services such as frame relay, private line, cell relay and Internet Protocol
(IP) using a scalable and flexible common network infrastructure for multiple services, with cost saving
opportunities that encompass capital equipment, transmission facilities and ongoing operational expenses.

ATM-based Distributed Service Delivery, developed jointly with Newbridger Affiliated
Cambrian Systems Corporation, enables carriers to eliminate SONET multiplexers for
transport, while maintaining the reliability and availability of centralized network resources
to take advantage of the full attributes of ATM in a metropolitan area network at much lower
costs. The first deployment of this capability within the Siemens / Newbridge
MainStreetXpress(tm) product line will be on the industry-leading MainStreetXpress 36170
Multiservices Switch.

"Carriers need a migration strategy that cost effectively addresses increasing demand for multiple services at the
edge of the network while simplifying overall network deployment," states Terence H. Matthews, Chairman
and Chief Executive Officer, Newbridge Networks Corporation.

"Simplification of the network will result in, among other benefits, in grater accessibility of the internet.
ATM-based Distributed Service Delivery is a major advancement in the continuous evolution of the Siemens /
Newbridge MainStreetXpress vision of ATM as the core network architecture."

"Our joint development combines the leading ATM capabilities of the MainStreetXpress product family and the
fundamental transport values of networking solutions based on dense wavelength division multiplexing
(DWDM)," said Don Smith, President and Chief Executive Officer, Cambrian Systems. "It capitalizes on the
scalability, flexibility, and survivability of Cambrian's Optera(tm) DWDM technology."

The Public Communication Networks Group of Siemens AG (Munich, Germany) and Newbridge Networks
(Kanata, Canada), two of the world leaders in ATM, formed a strategic networking alliance in 1996 to provide
carriers worldwide with the most comprehensive and advanced ATM solution set. With this agreement, the two
companies have unified their ATM product lines under the MainStreetXpress brand and assembled the
industry's most extensive ATM research and development operation -- more than 1,700 engineers in five
countries. In North America, Siemens Public Communication Networks Group is represented by Siemens
Stromberg-Carlson in Boca Raton, Florida.
>>>>
WASHINGTON, Jan. 26 /PR Newswire/ -- Cambrian Systems Corporation, a provider of dense wavelength
division multiplexing (DWDM) solutions for the metropolitan area network (MAN) and interoffice applications
announced that its OPTera(TM) 80 product has been honored by Data Communications as one of the ''Top 50
Hot Products'' of the year.

The magazine, which annually recognizes the industry's leading new products, has hailed OPTera as ''the first
wavelength division multiplexor that can be used to build redundant rings,'' allowing network managers to link
multiple sites while assuring the integrity of data transmissions -- even in the event of fiber network or mux
failures.

Cambrian Systems is participating at the 1998 COMNET show in Washington, D.C., in the Newbridge
Networks exhibit (Booth #570). The media and other interested parties are encouraged to visit the Newbridge
booth for a Distributed ATM demonstration and to discuss OPTera

''With increasing competition and bandwidth demand in local networks, carriers and large customers seek
solutions that can both increase fiber capacity and create a scalable, economical path to new service
deployment,'' said Don Smith, President and CEO of Cambrian Systems. ''This Data Communications
magazine award is an excellent example of the excitement OPTera is generating in the marketplace.''

OPTera enables new business applications in short haul markets, delivering a ring-based DWDM solution that
meets the demand for greater connectivity, enhanced service delivery, high reliability and network flexibility at a
time when service and market mix are difficult to predict.

The use of OPTera and Distributed ATM allows carriers to deliver new services that generate
increased revenues while reducing capital and operating costs. The scalability of OPTera enables
rapid service deployment, a key competitive advantage for the carriers. OPTera delivers 32 wavelengths, each
providing up to 2.5 Gbit/s of bandwidth for a total capacity that is scalable to 80 Gbit/s. Each wavelength is
individually protected and managed, protocol and bit rate independent, and supports OC3, OC12, OC48,
100BT or native Gigabit Ethernet, etc.
>>>

A Cambrian press release from Sept., 1997:
Cambrian is the affiliate of NN



To: Jack Whitley who wrote (49246)6/26/1998 12:35:00 AM
From: Dennis R. Duke  Read Replies (1) | Respond to of 61433
 
Jack,

I did not see my name on your list, but I have not bailed. I still have my core ASND. Like Hitesh, I think there are plays with more upside, like I have reported here before about RDRT. RDRT just announced today the Maxtor 3.4 qualification was awarded to them and RDRT is ramping up production. So their rise from $9 per share is likely to have a greater return then ASND's. RDRT is very near book value at its current level. That is rare for a tech company. Especially one that has taken head R&D people from IBM, Seagate and Kodak.

But on the other hand, I will hold ASND because it too has a good future. We are just beginning the IP vs. voice migration. ASND and NN and their related ATM products should do well. ASND may well have an upside surprise in its second half performance, which has been hinted at by the analyst in their reports for months. ATM sales are hot and the direct hook up of fiber is significant. Bernie did mention it months ago, I just did not understand how significant it was. Further, Mory, at the H&Q conference, had stated that the company's strategy was to work with many DWDM vendors so that ASND could offer a variety of solutions (clearly WMB was in is thinking at the time). And NN's addition of Alan Lutz, who came from CPQ is likely to have a similar effect on NN as Micheal Ashby joining ASND last fall. So NN's potential from these levels could be greater than ASND.

Last I heard djane was on vacation in Europe, and Pat Mudge I know is a live and well in NN and other threads seeking the true growth in the expansion of the communication space. As for the rest of the group, maybe this one (ASND) does not need the watching it was getting before. The company has matured in the last several Q's, and many of us are in the black and looking for the next gold mine to work, or hole to get out of as ASND had given to many of us.

Frankly, for me RDRT has required, or at least been given a lot of baby sitting until this latest qualification announcment. I bought early and got into a hole, but it is working out now, and I can see light pretty easily from here.

As was the case with ASND, I immediately became an IR pain and got information directly from IR and CFO to the thread. I now am expecting a pop to around $13 to $15 in the near term (but that is totally just my guess). With that I will buy more ASND or related companies on weakness, or assess whether RDRT can return to the upper $20's. And if it does I will be happy. And if ASND rises to $80 by year end, that too will cause a smile.

Best of luck to all of us, what ever stocks we are playing with,

(-8 Dennis 8-)