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

To: Thomas M. who wrote (56424)	10/23/1998 10:45:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Tom, This must be one of the ASND customers who borrowed last quarter. Here is the list of CLECs, who are ASND customers presented at Monty conf 2/98. If they raise 300 million in bonds. It will increase their spending in addition to paying off their vendors. To: Dennis R. Duke (32796 ) From: Dennis R. Duke Sunday, Feb 1 1998 2:00PM ET Reply # of 56424 This was a chart not presented at the Morgan Stanley conference but new at the Monty. Replica of chart presented at Montgomery Securities conference: CLEC Growth IDC Jan. 1998: CLEC Market Share Leaders Market Millions of Dollars Ascend Share 96 Revenue 97 Revenue Customer 1 MFS Comm. (WorldCom) $626 $860 Yes 2 Teleport Comm.AT&T) 245 447 Yes 3 MCI Metro 178 335 Yes 4 Intermedia Comm. 100 235 Yes 5 ICG 109 170 Yes 6 Brooks Fiber Comm. 46 131 Yes 7 McLeod USA 52 110 Yes 8 GST Telecommunications 46 92 Yes 9 Electric Lightwave 31 63 Yes 10 ACSI 9 56 Yes CLECs Represent the Fastest-Growth Segment Within the Carriers Group