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

To: Matt Meagh who wrote (55886)	10/13/1998 9:48:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

Matt, ......It creates new services for network operators such as Virtual Private Networks, quality of service and billing mechanisms. The new product, along with Alcatel's ADSL, wireless local loop or satellite solutions will enable service providers to more rapidly roll out high-speed data services to businesses and consumers, effectively 'paving' the last mile of the Information Superhighway. Alcatel and Ascend will also jointly develop a high speed "router on a card" that will combine Ascends high speed forwarding technology and Alcatel's high speed switching technology to be included in the Alcatel 1000 BBX high capacity node.As announced in March 1998, Alcatel is building an advanced line of network switching solutions based on a modular architecture. This new card will enable Alcatel's customers to offer high speed networking capabilities on these switching products. " I typically don't do this, but I have to say.... I think I said this is what was going to happen...ALA would take ASND's technology and use it. What is ASND getting here? They are selling their technology into ALA equipment but they aren't getting exposure to new customers and I don't think ALA will share this with ASND. Message 5994619 [ALA is very smart. They could simply bleed ASND of their technological advantage and end competing with them.. ] OG