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

To: The Phoenix who wrote (52698)	8/24/1998 6:12:00 PM
From: bucky89	Read Replies (3) \| Respond to of 61433

Gary, My point is these reports should be taken with a grain of salt, regardless of whether they portray Ascend or Cisco in a positive light. Same with the Tolly Group reports, etc... I have personally seen reports from these "market researchers" which have been totally off. I don't mean off by 3-5% points, but by 20-30%. Regretably, I can say that some of my former managers have been instigators of the misinformation. They felt justified to misreport because of the feeling that our competitors were doing the same. You are probably right that Cisco is making more headway in the enterprise. Makes sense to me. But most ISP accounts are solidly Ascend. bucky89

To: The Phoenix who wrote (52698)	8/24/1998 6:21:00 PM
From: Frank A. Coluccio	Respond to of 61433

Gary, >> has made more headway in enterprise since I doubt very much that an existing ISP account would switch mid-stream,<< That makes some sense, because some enterprises who are entering into the "client access" variety of VPNs are purchasing their own wares direct from the manufacturer, and mounting them in the ISP POPs or virtual colocation centers. These would not show up in ISP sales, unless they were totally outsourced by the ISP. In any event, the customer may tend to have the last work in these selections, and not necessarily the ISP. FWIW, Frank C.