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

To: hitesh puri who wrote (52427)	8/20/1998 3:03:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

** 8/12/98 Paul Johnson (BARS) report on the 1998 New Millennium Conference held on 8/4/98. Entitled "Moore's Law Meets the Telecosm." Released today on Professional Edge (via E*Trade) at 1:13 p.m. EST. Can't copy it -- here are excerpts 8-page report is very bullish on the new packet-switching based networks. Lengthy discussion of AT&T need to rebuild its circuit-based network. Many positive references to ASND GX550 new ATM switch with OC48 pipe as a very economical way for AT&T. Based on discussions with LU, NT and TLAB, Johnson writes, "[They] do not have the DNA in their organization to develop these new technologies." States that such companies will be "aggressive on acquisitions" as a result. Johnson's report is quite excellent.