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 : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (4809)	10/25/1998 2:53:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 21876

Vertical Systems publishes on a yearly basis. Ascend's major contracts did not begin shipping until CY1998, thus Vertical is a little behind. Vertical Systems just released their latest report on Oct. 7 --- far more recent than either Dell'Oro or IDC. verticalsystems.com In Q2, as reported by both Cahners-InStat and Dell'oro, Ascend had overtaken NN. There's debate as to the research reports you cite: newbridge.com While NN is a strong player due to its formidable installed base, it is nonetheless behind Ascend in technology, and recent contract wins. In true jump ball situations, where incumbency is not a factor, Ascend has won 7 of 7 contracts awarded in the last 12 months or so. (Williams, Level3, Qwest, Frontier, Brooks Fiber, AT&T core ATM, NTT) How do you determine 7 of 7? By this I take it you've excluded all NN's wins in this time frame: SBC, DT, BT, Energis, Korea Telecom, Telkom South Africa, New Zealand Telecom, Belgacom, IXNet, AT&T GSM, Telecom Eireann, Singapore Telecom, Cable &Wireless, Guangdong PTA, Hunan PTA, and others. I admit NN has been weak in the competitions you list and the shake-up in their NSA marketing team hopefully will change that. While NN is a strong player due to its formidable installed base, it is nonetheless behind Ascend in technology. . . Based on contract wins, your comment is subjective and open to debate. How does Ascend stand on wireless and DWDM? NN's won the first three LMDS contracts to be awarded anywhere and has MAN DWDM technology that's fully interoperable with Lucent's long haul solutions. Both technologies are integrated into the 36170, allowing customers to have a far broader multiservices platform than the competition. Contacts inside both MCI and WorldCom all but guarantee frame and ATM will move over to the Ascend based WorldCom network, but there has been no " official announcement" or major new shipments. You may be right on MCI, but I believe GlobalOne will go to NN. It appears there's plenty business to go around. NN and ASND are both good companies. I have a major position in the former and will probably add the latter after LU makes its announcement. Night --- Pat