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To: pat mudge who wrote (8017)	11/27/1998 10:15:00 AM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 18016

In the early going it appears that my guess on our opening price of $30.50 was only off a little with the opening being at $30.75. But it seems in this first half hour that some profit taking pressure is on the stock. Real time is showing $29 13/16 at 7:10 PST. I am watching too closely. I just missed being able to watch RT on Wednesday. Now that would have been fun! Later, (-8 Dennis 8-)

To: pat mudge who wrote (8017)	11/27/1998 12:30:00 PM
From: gbh	Read Replies (1) \| Respond to of 18016

Pat, so your opinion is that ASND "recommended" the 9000, but its not part of the contract? Hmmmm? Any other ideas where that NavisCore software is running? CBX500? No, obviously, would be nice though. GX550? No, obviously, would be nice though. SA line? Doubtful, not mentioned. STDX-6000? Old product line, doubtful, not sure if they even still sell this. Please help me out here. ASND "recommended" the 9000, but the Post selected something else? I think you're being a little too skeptical here. Gary

To: pat mudge who wrote (8017)	11/28/1998 10:09:00 AM
From: Mr.Fun	Read Replies (3) \| Respond to of 18016

Pat, I spoke to the BSTDX9000 product manager on Wed. morning about this, and have repeatedly tried to get NN management on the phone about this contract. From Ascend's side, this is the story: The contract with China Post has been split 3 ways, not 2. They think that Lucent got the third piece with their Yurie enterprise ATM access gear. Ascend got the edge piece, and the reason that China Post is going with the 9000 is A: cost, and B: the network is not expected to big enough to demand CBX500's. They estimate the size of the first year deployment to be less than $20 million, with the potential, but by no means assurance, that there will be significant follow on once a corporate-like market for hiCap IP, frame and ATM actually develops in China. NN has the core piece and Ascend believes that it would be of similar size if not smaller than the edge piece. FWIW, Ascend believes the contract awards were split for political considerations and because NN was the low bidder for the core piece.