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

To: The Phoenix who wrote (56688)	11/3/1998 11:10:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Gary,( CSCO)they are not well positioned in the Carrier space. They are a near monopoly in enterprise space. When they say they are #1 and #2 a classic Chambers statement. They add up everything in a basket(enterprise and Carriers) and double count the different products where they overlap and come up with these numbers. To me they are number one in only Routers and LAN switching. Everything else is up in the air, especially the TELCO market. But I maintain that they are force to reckon with. When I say well positioned, I mean to say that ASND won majority of the deals in next generation network especially WAN ATM. Only time will tell us how this will show up in future quarters and how fast industry evolves. That is what makes growth investing(predicting the future trends and picking winners) a FUN. I also like their Stratus acquisition, according to the ML report, they already shipped combined STRATUS and ASND products to the carriers, you will see some major announcements to that effect. As far as CSCO, they make more announcements like HP alliance and Summa acquisition than actual shipments of the real products. Once again I think THERE WILL BE MORE THAN ONE WINNER HERE, one can not supply the entire universe. In fact there may be at least 4 winners. Just like DELL, CPQ, IBM, GTW all of them benefited from the tremendous PC growth. Iam not a CSCO bear. I just happen to like ASND's upside in price in comparison to CSCO. That does not mean CSCO won't do well. A lot of high expectations are built in without discounting a possible enterprise IT spending slowdown in 1999. Regards, BR

To: The Phoenix who wrote (56688)	11/3/1998 11:45:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Interesting info on what the reality is from announcements. Fore made a big PR announcement about ATM deal with level 3. The fact, apparently is that they bought more CBX 500sfrm ASND than ASX 4000 from FORE. ASND never made any announcements. here is the link, thanks to Mr. FUN. ANOTHER EXAMPLE OF HOW ASND IS SILENTLY EXECUTING with INDUSTRY LEADING PRODUCTS, not industry leading announcements. exchange2000.com To: Dennis Doubleday (4844 ) From: Mr.Fun Wednesday, Oct 28 1998 5:55PM ET Reply # of 4901 I understand how you would get the impression that FORE had all the L3 business, but there is more here than meets the eye. It was interesting that FORE rushed that L3 press release out so quickly. Of course, all companies can be counted upon to twist the truth in their pr. Since that time, Level3 has taken delivery of more than 20 Ascend CBX-500 switches. There are less than 10 ASX-4000 backbone nodes in the network. The original choice of FORE was driven by several factors: 1) as mentioned the MCI guys were pushing for it 2) FORE bid significantly below Ascend and 3) Ascend's OC-48 card was not yet in general availability. However, for the edge switches Ascend was a no brainer because of the need for frame relay service, IP navigator and a real network management system. All together, Ascend has twice as much ATM business at L3 than FORE. It will be interesting how L3 decides to go in its phase 2 deployment in 1999. I know how I would bet.