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

To: Sonny who wrote (52213)	8/17/1998 3:38:00 PM
From: djane	Read Replies (2) \| Respond to of 61433

Bucky89 post on Mahesh and LU/ASND messages.yahoo.com@m2.yahoo.com Message 20278 of 20310 Reply AnnMK bucky89 Aug 16 1998 7:01PM EDT AnnMK, Take it easy. Ascend's quarter is in the bag, and they will surprise massively to the upside in mid-October. There is a lot of tree shaking going on now. People want into Ascend at a good price. That Tim Luke guy on the SI Thread wants to scare people into selling him their ASND at 41. Shorts want to cover before earnings announcement, LU takeover, etc... My suggestion is DON'T FALL OUT OF THE TREE!!! As far as your questions, I believe that Mahesh Gunmukhi guy, even if he is the chief architect of the GX550, will not seriously impact Ascend if he is leaving. There are plenty of other engineers that will remain at Ascend, bound by golden handcuffs--options that vest over four years. And when it's time for these guys to leave, yet others will take their place. This is normal for hi tech. Cisco, HP, and many other large hi tech companies have dealt successfully with this pattern for many years. Regarding your second question, I doubt any of the execs at Ascend have any intention of selling to LU. LU can't talk to them until Oct 1, and in the absence of talks they have to proceed as if there will be no takeover by LU. Regardless, I think LU will take out ASND whether the ASND execs intend to sell or not. There is too much at stake for LU, and if the ASND execs don't cooperate then it will be a hostile takeover. Not only is ASND the only truly effective weapon available on the market which can be used to attack Cisco, but I think the takeover will be a defensive one as well for LU. ASND is developing interfaces which map ATM directly onto fiber, bypassing the need for SONET which is LU's cash cow. This isn't a long-term threat--major customers (Williams) are testing this technology right now. If they don't control this technology, LU will risk serious exposure to their core business. bucky89 ASND: Quote \| Profile \| Research This Is a Reply to: Msg 20274 by AnnMK_ View Replies to this Message <- Previous Next -> Message 20278 of 20310 Reply Go to: Start \| Most Recent \| Message List \| Message Number: Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright c 1994-98 Yahoo! All Rights Reserved.

To: Sonny who wrote (52213)	8/17/1998 3:40:00 PM
From: djane	Read Replies (2) \| Respond to of 61433

Bucky89 post on OC-48 and Cisco 12000 messages.yahoo.com@m2.yahoo.com Message 20277 of 20310 Reply vien_xu bucky89 Aug 16 1998 6:25PM EDT I know for a fact CSCC switch does not have OC-48 (they only have fr-oc3). But alot of people do. HERE IS ONE. cisco.com My friend, As of last week when I last talked to a contact at GTE, the GSR still does not support OC-48 interfaces. The OC-48 card for the 12000 is still being debugged by Cisco. The documentation you pointed to is yet another example of Cisco vaporware. GTE has been waiting for this card for several months now. It is still an open question as to when they will have it ready. I do not believe anyone has OC-3 Frame Relay--the largest that anybody has is DS-3. OC-3 is for trunking, and no one wants to trunk with FR. But Ascend does have OC-48 interfaces for the GX550. ascend.com Unlike Cisco, Ascend's documentation is accurate, and the card does work. I suggest you do your research before posting. That way you don't have to appear to be ignorant. bucky89 ASND: Quote \| Profile \| Research This Is a Reply to: Msg 20272 by vien_xu View Replies to this Message <- Previous Next -> Message 20277 of 20310 Reply Go to: Start \| Most Recent \| Message List \| Message Number: Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright c 1994-98 Yahoo! All Rights Reserved.