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

To: jach who wrote (52572)	8/22/1998 12:06:00 PM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Jach, you do make some interesting contradicting points. You are not taking into account explosive growth in the internet resulting in increase in demand for the RAC/FR/ ATM products. ASND is a pureplay in this field. <<now csco with thier new TGX and MGX switches will strongly compete with 500 and 550; advantages for TGX and MGX is that they are also core +>> THIS IS A JOKE AS for the CSCO, wallstreet loves it now, one reason it is a large cap, other reason, they think they can do no wrong. In technology anything can happen in one quarter. They are severely behind in CORE switching. This is a commentary by one technical person who knows CSCO products, "The TGX was developed by the Lightstream group and is a second generation LightStream 1010 (due early 1999)- it is basically an upgrade to the LAN based LS1010. It uses the MMC chip set that can be found in the LS1010 and has nothing to do with the Stratacom products....NO stratacom engineer worked on the TGX. The TGX has nothing to do with the original STRM products and it's positioning as a "core" switch shows what a dismal failure the STRM acquisition was. NO new products have been developed by the STRM engineers and the 20 GBPS BPX that STRM was positioning in 1995 has yet to be delivered I'm sure that you are familiar with the configuration of the BPX - and any 20 Gbps BPX requires a control card called the BCC-4. Although the BCC-4 has been on the price list for over a year...it's still not available until the end of the year. If you have time...run a search on Cisco press releases and find one dated Sept. 23rd 1996. Cisco talks about Stratacom equipment scaling to 20 Gbps and supporting IOS and Tag switching...nothing has happened No IOS integration, no tag switching, no 20 Gbps." "Back to the TGX, although I cannot 100% prove it (I can for everything above), I think that the TGX is a renamed Catalyst 8500 MSR (not CSR), They both have the MMC chipset, same port densities and bandwidth, etc... So, I think that Cisco took the LAN based 8500 and is just renaming it the TGX and positioning it as a Carrier Core switch - very lame. Especially since the TGX is based on the MMC AnyFlow 5000 chipset which is designed for lan traffic...it has a packet shreading function which is totally not needed in a Core ATM switch..PLUS the OC-48 interface from MMC (called an XPIF) is not available for customer tests until December/January..which means that while Ascend has been shipping OC-48c for the GX 550, Cisco engineers are sitting and waiting for MMC to deliver test chips. SO, Cisco won't be shipping OC-48c until mid-1999 - A full year later than Ascend...And forget seeing OC-48 on the BPX - the architecture won't support it." I gathered the above information from a knowledgable person very familiar with both ASND and CSCO equipments. Just wait 6 months and look back at my posts. You will understand it very well. BR

To: jach who wrote (52572)	8/22/1998 5:58:00 PM
From: Gary Korn	Read Replies (3) \| Respond to of 61433

now csco with thier new TGX and MGX switches will strongly compete with 500 and 550; advantages for TGX and MGX is that they are also core + multiservice edge which asnd lacks in the edge area; imo, from this point on asnd will face tougher times jach, I realize I may get roasted for this, but I agree. You've identified the problem with all technology leads -- they evaporate. AMD put pricing pressure on INTC (even with AMD's far more limited production capacity); LU etc. put pricing pressure on CIEN; CSCO etc. will put pricing pressure on ASND's products, even if they are great. Now, ASND has a wonderfully rich customer base and is expanding its tentacles with SRA (which may prove to be a move as good as CSCC). That makes it a solid company. Still, you should not ignore pricing pressures, which I take to be the essence of your point. Regards, Gary Korn