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


To: Mighty Mizzou who wrote (50937)7/31/1998 1:57:00 PM
From: Narotham Reddy  Read Replies (1) | Respond to of 61433
 
Coming back up fast. 46+

No news on Bloombger terminals.



To: Mighty Mizzou who wrote (50937)7/31/1998 1:57:00 PM
From: Jan Crawley  Read Replies (2) | Respond to of 61433
 
Pete,

eom??



To: Mighty Mizzou who wrote (50937)7/31/1998 2:15:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 61433
 
Pete,

Bad bet... Optics... Layer 1? You want to put your money on Layer 1/2 technology when the move is to build layer 4 switches? I'm not sure that's a good move...and to be honest I think the margins in Optics are inflated a bit for the short term..in the end this is commodity stuff. Stick with the network smarts - the software that's where the value add is. ;)

OG



To: Mighty Mizzou who wrote (50937)7/31/1998 2:33:00 PM
From: Immi  Read Replies (1) | Respond to of 61433
 
Quite right mighty. Optics is the only way to go. there is telligent
tellium which makes optic switches (private) that could be the
target. Lets see. just bough some more ascend. Immi



To: Mighty Mizzou who wrote (50937)7/31/1998 3:05:00 PM
From: Dee Jay  Read Replies (2) | Respond to of 61433
 
MRVC has a DWDM optic product in development due to ship in mid-1999 that might fit the criteria. They also are extremely strong in developing proprietary ASICs. Not saying they're a logical fit but a possibility which would make me smile as I hold an equal amount in MRVC!

Dee Jay