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

To: gbh who wrote (55509)	10/8/1998 12:32:00 AM
From: Bindusagar Reddy	Respond to of 61433

U.S. National ISP Network Equipment Expenditures to Reach $3 Billion by 2000 SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 2, 1998--Infonetics Research, Inc. today announced that emerging technologies such as VPNs (virtual private networks) and voice-over IP are substantially contributing to the growing bandwidth demands among National ISPs (Internet service providers). National ISPs represent a significant portion of the playing field in which new WAN technologies are developed and deployed, and will buy whatever equipment is available to increase backbone capacity. National ISPs provide a huge opportunity for network equipment manufacturers -- Infonetics Research forecasts equipment expenditures to grow about 100%, from $1.5 billion to $3 billion between 1998 and 2000. National ISPs fall into four categories, depending on their size and specialties: Comprehensive Nationals have hundreds of POPs and all the capabilities of a full ISP, and they sell dial access and ports to other ISPs; Backbone Nationals have fewer than 100 POPs, they may offer fewer services than the Comprehensive Nationals do, and they don't sell access or ports to other ISPs; Bandwidth Provider Nationals sell their big pipe capacity to businesses and other ISPs for server and equipment co-location; Retail Nationals lease most of their networking infrastructure from other ISPs and Telcos. Service offerings play a big part in this competitive market space. One such growth area is telephony. ISP-dependent telephony is telephone service delivered over IP networks and managed by the ISP. "Voice over IP, once a question of if, has now become a question of when," noted Greg Howard, director of Service Provider Programs. "Nationals will play a key role in providing advanced services such as IP telephony." Over half of our respondents will offer ISP-dependent IP telephony by next year. The National ISP Opportunity 1998 explores the current National ISP market at length, including operations, network management, service offerings, customer accounts, strategies and challenges, product market forecasts, and much more. The study comprises over 150 pages and 70 exhibits. This study is one of a five-part service, The ISP Opportunity Annual Service 1998, which covers Local/Regional, CLEC, Cable Operator, National, and Telco ISPs. For information on purchasing this valuable study, please contact Larry Howard at Infonetics Research, at 408/298-7999, ext. 225 or e-mail him at larry@infonetics.com. THIS SHOULD BE POSITIVE FOR ASND. NO MATTER WHAT HAPPENS TO ANYBODY. INTERNET WILL KEEP GROWING. ONCE CRITICAL MASS IS ATTAINED. IT WILL TAKE OFF AND CARRY THE ECONOMY BY ITSELF ALONG WITH ASND/CSCO/LU and many other small boats. Forget about what this Hedge fund and that fund is doing. Focus on future, it looks very clear. Good luck BR

To: gbh who wrote (55509)	10/8/1998 8:25:00 AM
From: gerard mangiardi	Read Replies (1) \| Respond to of 61433

Look at the financials. If this selling isn't capitulation I don't know what is. Many are selling at 5 to 7x earnings. The techs have had good news of late but they keep dropping. this is not orderly or reasoned, its panic and margin calls.

To: gbh who wrote (55509)	10/8/1998 10:01:00 PM
From: James A. Venooker	Read Replies (3) \| Respond to of 61433

gbh, I would have to concur that we are in a state of panic, overselling, and margin calls. I agree with several of your statements, however most of your statements have not changed in over a year. Yes the Dow is at 7700 but the Nasdaq (the big board of the future) is suffocating near 1300! If I were to translate this number into Dow points, the Dow would be in and around 5000! If the Dow being at 7700 is a sign to you we have further falling to go, then how much further must the Nasdaq go? Its illogical. I don't believe Dell, MSFT or IBM have to be punished before we see a rebound, all three of the stocks have had significant downturns. Wall Street loves Michael Dell, Lou Gerstner, and well, no one really gives a sh-t about Gates. I believe the hedge fund situation is overstated and overrated. Lastly, who cares what in the world Japan/Asia is doing? These country's have been going to hell in a hat bag for a long time, let them crash and burn for all I care, all those country's ever did was pound their exports, and "dime a day" labor products down our throat, maybe it is time for a little payback. I would guess that may sound like a really racist statement, but can you prove me wrong? Jamie