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

To: Bindusagar Reddy who wrote (55895)	10/14/1998 12:20:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Bindusagar, Thanks for your opinion. Yes, perhaps I am CSCO biased, but I'm also am long ASND. My two comments were as follows: Comment #1 ALA and ASND together is not that great. Reason for Comment #1 Someone stated that the strengthening of this relationship was a result of CSCO's inability to partner. I agree that I would have a different view if CSCO and ALA were successful. The reason I have this view is because CSCO only partners where there's a clear win for the customer and the two companies. They decided not to partner with ALA - at least in the carrerier space - because there was no synergies. Given that ASND has even more to lose in the Telco's (it's ASND's entire business) I can't help but think this is a "bad thing". This view does not come from ignorance. Sorry. Comment #2 CSCO sells a large % of their equipment to carriers (IXC, CLEC, ILEC, ISP, MSO). Reason for comment #2 Statement by someone that CSCO will be impacted more significantly by the global slowdown because over 90% of their sales are enterprise related. Cisco in fact generates more revenue from the "carrier" market then all of ASND. True some of these revenues are routers, RAS products, DSL products, Cable head-ends, as well as ATM and FR products, but the fact remains that they generate huge revenues from the carriers. Furthermore CISCO, as a communications vendor is less exposed to Asia then it's competitors <9% of the companies revenue came from Asia last quarter (you can look up the actual number I might be off a percentage point or two). So, Bindusagar, sorry if I upset you. I know at times I sound like I'm "full of myself", but I only post these positions when I know...otherwise I keep to myself. If you find this info useful, fine otherwise you're free to ignore me. OG