Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Phoenix who wrote (51674)	8/5/1998 1:04:00 PM
From: gbh	Respond to of 61433

Very IP centric discussion in the article. Gary, maybe this is because PSINet, being a large ISP, uses a large IP network, made up of mainly RAS/RAC gear (ASND MAX based). They are an access provider, not a backbone provider. This statement from the press release is important: As a part of the company's MultiVoice strategy, Ascend plans to provide interoperability among its voice products, MultiVoice over IP, Frame Relay, and ATM, as well as the ability to integrate MultiVoice into SS7 signalling networks. Sounds to me like ASND is providing the the right solution to the customer.

To: The Phoenix who wrote (51674)	8/6/1998 10:59:00 AM
From: djane	Respond to of 61433

Gary, I listened to the CSCO conference call yesterday. Once again (as I pointed out on the CSCO thread last week and was attacked by CSCO bullies -- I much prefer the ASND thugs <<gg>>), analysts asked Chambers about their key competitors and, unbelievably, he didn't mention ASND in any category. But, when pressed by analysts on a couple occasions, he conceded that CSCO is having problems in the core backbone market in competition with ASND.