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

To: Stimpson J. Cat who wrote (49420)	7/1/1998 1:56:00 AM
From: MMW	Respond to of 61433

Hi Stimpson, I am interested in AT&T Worldnet deployed ASND ATM equipments. There has no announcement on it. But, I heard from a friend of mine that AT&T has told CSCO WAN division that they are not going to use CSCO ATM equipment for Worldnet network. I guess may be AT&T is going to use ASND ATM GX550 if what you said is true. Would you elaborate on this please? Cheers, Mike Wu

To: Stimpson J. Cat who wrote (49420)	7/1/1998 2:38:00 AM
From: bucky89	Read Replies (2) \| Respond to of 61433

I don't know about any Sprint deployments. Just announcements. OTOH, all indications are that AT&T has already deployed ASND ATM and is starting to move the IP traffic off the Cisco legacy router network onto IP Navigator. I had a teleconference with AT&T yesterday. The Ascend switches have been deployed in their backbone, and are being used for multiservice transport, including for IP traffic. As far as IP Navigator, they haven't decided yet. I take it the jury is still out. I have had talks with about a dozen ISP's, and no one is using IP Navigator, at least not yet. My impression is the software is still immature and not ready for prime time. bucky89

To: Stimpson J. Cat who wrote (49420)	7/1/1998 11:45:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

ATM switching will surpass routers in carrier networks. Yes. Absolutely. It's already starting to happen this year and will accelerate next year. I'm not sure what you are referring to about PBX's? Well, when it comes to AT&T they never used routers for their backbone traffic...until Worldnet anyway. Any encroachment by routers into what was traditionally a lecacy circuit switched, then an cell switched backbone by routing is migration away from ATM. As for PBX's if you go back and review our discussion the point was telephony switches and routing. Your comment, I believe was that ATM switching would surpass sales of both. Absolutely. Japan and China are especially buying. They have huge expansion plans and a little currency crisis isn't going to stop them. Well, I'm not sure they consider this a "little crisis. Let's face it, they have less money to spend and given the reduce value of their asset base will not be able to raise the capital they will need to invest the way they would like. They realize that they have to upgrade their infrastructure. I agree 100%. You are right. Infrastructure sales don't slow down. Even in Indonesia they only stopped for a brief period. Interesting point of view to which you are entitled. I agree that infrastructure sales have not stopped. But the question is, where would they be if there were no currency crisis? I don't know about any Sprint deployments. Just announcements. OTOH, all indications are that AT&T has already deployed ASND ATM Yes, this is fairly old news. The ATM network was actually won by Cascade pre-merger. I'm not aware that they are using this infrastructure for IP traffic however. It's my understanding that this is a backbone for their FR and ATM traffic...a network which is front ended by the Cisco/StrataCom edge switches. You're reciting the ASND gospel there. Multiservice with end-to-end QoS and end-to-end management. Yes, however I think every networking vendore is reciting these words. The question is who is best positioned to deliver this. Like many others I beleive that there will be a number of winners in the market. The question is given LU, NT, and CSCO which appear to be emerging as dominant suppliers will ASND be able to go it alone. I have my concerns. I think that in order to make it for the long haul ASND has to either be acquired or will need to add significantly to it's enterprise product offering (layer 3 edge and access products). The challenge of course is to do this without losing momentum. It'll be interesting to see how the NT/Bay merger works out. How fast will they be able to intergrate operations and get back focused onto their customers? If ASND is bought or picks up the pieces it's missing the same question will be posed I think. OG