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

To: gbh who wrote (51053)	7/31/1998 3:48:00 PM
From: Immi	Read Replies (1) \| Respond to of 61433

gbh, livinston is a less denser ras, grf is not ascends bread butter, yurie's switch is mainly a lan switch and its wan switch is NOT OC-48, nor is it anywhere near the CBX 550 (qos). regards, Immi

To: gbh who wrote (51053)	7/31/1998 3:51:00 PM
From: djane	Respond to of 61433

Gary, I've read that -the GRF on hold -SA hasn't been a big focus for ASND -Livingston product is more low-end -it's very difficult to displace ASND products in carriers/ISPs due to training need and familiarity. I continue to believe that LU/ASND form a very strong strategic fit which LU needs to take on CSCO, NT/BAY and European telecom equipment supplies (Siemens, ALA, ERICY) in the new data- not voice-centric world.

To: gbh who wrote (51053)	7/31/1998 3:57:00 PM
From: hitesh puri	Respond to of 61433

Now suddenly everyone starts looking at overlapping products between Ascend and the gigs that LU purchased (Livingston and Yurie). These were not new purchases for LU yet no one thought them to be enough to derail Lucents intention to go for Ascend. Suddenly today with Ascends purchase of a company to get SS7 related products everyone wakes up. Cant figure that out. -hitesh