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

To: Mark Svereika who wrote (53990)	9/10/1998 10:57:00 AM
From: Tim Luke	Respond to of 61433

simple, CSCO wants so bad to be the next msft.

To: Mark Svereika who wrote (53990)	9/10/1998 11:25:00 AM
From: bucky89	Read Replies (1) \| Respond to of 61433

why would CSCO want ASND when they've already plugged the gaps that Ascend could fill? Is the old Stratacom really doing that badly? Mark, My answer to this is very simply, Ascend is winning big carrier contracts, and Stratacom ain't. If LU taking ASND is really good for LU, then it must be really bad for CSCO. Makes sense to me that CSCO is trying to pre-empt LU. As I stated on Yahoo, I think there are five very good reasons CSCO would want ASND: 1) CBX500 2) GX550 3) BSDX9000 4) MAX TNT 5) IP Navigator The first four of the above are strongly entrenched into carrier accounts, and no one in the forseeable future is going to dislodge them. There are too many of these out there and too many engineers trained in supporting this Ascend equipment and the switching costs of bringing in another vendor are very prohibitive. CSCO has yet to prove they can win carrier orders with anything except their high-end routers. And we all know that if Cisco thinks it can't do it on their own, then they will buy their way in. Well, I think they now want to try to buy their way in. Lastly, IP Navigator is currently the only usable IP/ATM implementation for the WAN, and we all know Cisco wants to be king of the WAN. bucky89