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

To: Bindusagar Reddy who wrote (49380)	6/30/1998 10:30:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Bind, I agree that winners can become losers at anytime. But, what I was eluding to was ASND taking business away from the GSR. Of the companies you mentioned QWST, WCOM, NTT, WILLIAMS, many ISP's have already deployed the GSR in addition to ATM switching. The comment made earlier was that ASND's ATM switching with MPLS will erode Cisco's high end routing switch business....it hasn't. So, I guess I did do my homework. GTE - Cisco is still in there and selling GSR's amoung a virtual plethora of other products. Yes, they gave up the ATM switching to ASND but that was before their new ATM switches they just announced. Also it is my understanding that it was price - not functionality that lost the deal for Cisco. I guess they figured that they had all the other products therefore they didn't need to compete on price.... They were apparently wrong. AT&T - Are you saying that ASND doesn't have failures? Does that mean ASND doesn't have a service department? I have to tell you I'm so tired of hearing about AT&T. AT&T is still a Cisco customer (and an ASND customer). Cisco handled that situation better than any company I've ever seen and I think other Cisco customers noticed that - as did the market. Remeber CSCO actually increased in value during that period. Oh and remember AOL? Remember Mory blaming Cisco for that failure only to find out 2 weeks later that it was an ASND problem? That is exactly how NOT to handle a customer failure. OG