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

To: The Phoenix who wrote (51495)	8/4/1998 2:44:00 AM
From: mrclinton	Read Replies (3) \| Respond to of 61433

IMO, Mory has concerns about Cisco's ability to be price competitive more than anything else. Many carriers are still sceptic about the abilities of pure IP networks to deliver a true QOS capability. They are comfortable that ATM can deliver this and if someone can have IP routing in this architecture with no bottlenecks (alongside frame relay) then they've got all bases covered. When it comes to running voice over ATM it's more bandwidth efficient to do this over native ATM than IP. I think if you asked visionaries from either company how they see public networks being built in the future, they'd tell you big ATM switches replacing 5ESS and DMS 100s (lookout Lucent and Nortel) with the SS7 intelligence to deliver the 800 # and number portability services for voice AND IP intellingence for Internet and corporate data markets. We've already seen traditional voice switch manufacturers starting to apply the band aid approach to this convergence issue eg. Nokia bought Ipsilon. However I think ASND is uniquely positioned now with all the pieces of the puzzle including large chunks of market share in all them to execute this. Cisco are still there however, not far behind but they do a damn fine job of hyping (some people call this marketing) their products. Bill