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


To: H.A.M. who wrote (57298)11/17/1998 8:47:00 PM
From: Jim Ray  Respond to of 61433
 
Hisham, "Ashby backs Wall Streets current estimate. 32 cents". What happened to his "guiding" analysts to 31 cents? I would think his initial statement that they would earn 31 cents this quarter, would be all the guidance they needed. Is the tail wagging the dog? They must have forced him to go to the mattress, where he has been squirelling (sp?) away extra earnings the last 3 quarters, to come up with the difference.
Very strange,
Jim



To: H.A.M. who wrote (57298)11/18/1998 3:08:00 AM
From: Bindusagar Reddy  Read Replies (1) | Respond to of 61433
 
Ascend speeds access for ISPs
By Ben Heskett
Staff Writer, CNET NEWS.COM
November 17, 1998, 5:55 p.m. PT

Ascend Communications said it plans to kick its converged voice and
data-based network strategy into high gear next week with the launch of
technology it acquired from Stratus Computer earlier this year, according to
the company.

The move, on the heels of a related announcement involving
Hewlett-Packard and Lucent Technologies today, ups the ante for
various aspirants in the market for systems and networking
hardware that can alleviate over-stressed equipment intended for
voice calls, not dial-up Net sessions.

The Stratus technology essentially provides Ascend with a means to
offload over-worked circuit-based voice switches that were made
before the Net era. These so-called "gateway technologies" intercept
data transmissions from the public switched telephone network, or
PSTN, and reroute the traffic to data equipment through the use of
signaling system 7 (SS7), a veteran reliability protocol from the telco
world.

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The Ascend SS7 gateway, or ASG, will initially integrate with
Ascend's remote access hardware called the Max TNT. Those
devices now support more than 8.5 million modem ports in various
service provider networks, according to company claims, with the
new capabilities being offered for an additional $18 and $24 per port.

Ascend executives admitted in an interview with CNET News.com
that they scrapped plans announced in June to roll out a version of
the ASG independent of the Stratus technology--an initial strategy
partially based on the same software Lucent is working with from
HP. "This is the pony we ride," said Kurt Bauer, vice president of
marketing for Ascend's access switching division, of the Stratus
technology.

The SS7 software basically adds to what Ascend would have
introduced, had it stuck with its strategy to work with HP and its
OpenCall software, according to executives.

In its initial form, the gateway speeds a user's access to a dial-up
session by connecting Ascend's remote access equipment to the
voice-based equipment where the call originated, alleviating
congestion often associated with call termination points.

The addition of Stratus allows Ascend to offer an all-in-one approach
that will result in support within the company's frame relay and
asynchronous transfer mode (ATM)-based switching devices as well,
with trials due next year, according to Ascend executives.
"Ultimately, the technology will be like a network control point," said
Rod Randall, vice president of marketing for Ascend's carrier
signaling and management division.

Ascend believes it has an advantage among large
carriers, due to Stratus' focus on providing software
and hardware that does not have a single
point-of-failure--a key requirement for inclusion in
industrial-strength telco networks. "We are
targeting the carriers that demand fault-tolerance,"
said Randall.

Analysts noted that various technologies to
facilitate the so-called convergence of voice and
data-based networks are moving at a startling
pace, forcing companies to build partnerships or
open their wallets to meet demand. "They see the
strategic use of this technology," said Jeremy
Duke, analyst with market researcher Cahners
In-Stat Group. "This trend is moving really fast."

While some companies, such as Ascend and Cisco Systems are
coming at the converged network opportunity with a data resume,
the likes of Nortel Networks and Lucent are trying to use their
circuit-based voice expertise to their advantage.

"It's almost a level playing field…That's what makes this really
interesting," noted Duke.

Ascend has also reportedly found buyers for the components of
Stratus's business that do not relate to the telecommunications
market, a previously disclosed intention the company said it had
hoped to complete quickly at the time of the acquisition.

Separately, Ascend extended its services expertise through a deal
with systems giant Unisys.

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