Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: hitesh puri who wrote (55822)	10/12/1998 1:15:00 PM
From: The Phoenix	Read Replies (3) \| Respond to of 61433

Cisco recently conceded defeat when they said that their alliance with Alcatel will focus on Enterprise rather than Telecom Carriers. Alcatel has decided to team up with Ascend in that arena You need to do a bit more homework here. I don't think it was "defeat" Cisco admitted to. Rather that both Alcatel and Cisco wanted to be dominant in the Telco's. Since this isn't synergistic to each companies business they decided to part in this area. So, what does this say about ASND's telco aspirations? Are they willing to concede business in this space for the sake of the partnership? This is why Cisco is successful with their partners - they seek equitable value for both organizations - when there is none they downplay the relationship. I can't disagree with you more when you say that this is a "defeat"...I see this as a success. OG

To: hitesh puri who wrote (55822)	10/12/1998 2:52:00 PM
From: pat mudge	Respond to of 61433

I was reading JP Morgans report on ASND yesterday where they mentioned that the MCI and BT contracts that NN won last year (making NN go from 44 to 69 on the news, thanks to the Momentum players) are coming up for rebids. That bodes extremely well for Ascend as chances are very high that other recent wins gives them great sales food and there still aint no competition in the horizon. Cisco recently conceded defeat when they said that their alliance with Alcatel will focus on Enterprise rather than Telecom Carriers. Alcatel has decided to team up with Ascend in that arena. Hitesh --- At NN's recent AGM, Alan Lutz said the company was increasing its head count at the MCI/WCOM Boston office and the C&W London office to 20. He also listed upcoming possible wins: MCI, BT, Global One, and Bell South International. If recent wins is "sales food," then NN's coup at SBC and last quarter's aggressive orders from BT stand them in good stead. I'm hoping Alan announces the new EVP for Marketing at InterOp. He lost his first choice when Armstrong countered with an offer the guy couldn't refuse. At any rate, the games have just begun and I'm quite certain there'll be some surprise interceptions. Good to see you posting! Pat