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

To: George T. Santamaria who wrote (58503)	1/8/1999 10:40:00 AM
From: Mark Duper	Read Replies (1) \| Respond to of 61433

< I can't imagine why anyone would not jump off dial-up and get onto cable! > Because there are too many areas that it's not an option. I live right outside of Boston, and we're not going to get it for a couple of years. In the mean time, I have to go with satellite. Sup.

To: George T. Santamaria who wrote (58503)	1/8/1999 11:18:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Does Cable Modem access differ significantly at the CORE of the network. Wouldn't it be possible that it will ignite the need for more Core switching, since all it takes is a Cable Modem at the edge. Cable modems will be a commodity business where 3 COM shines. ASND never was in at the edge commodity businesses. Moreover 2/3 of the people have no cable access. DIAL access and DSL will cover the rest. Don't get carried away with CSCO hype, they can not make much profits in Cable modems. They are trying to stimulate the demand for Core equipment and Routers by promoting the Cable access that's all. Do not forget ASND is a WAN company. Whatever is the access they need more WAN equipment which has high margins. BR

To: George T. Santamaria who wrote (58503)	1/8/1999 12:15:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

George, I mentioned this area months ago and everyone here laughed at me. The game is to fuel residential broadband - get more users on the network using more services and more bandwidth. Part of that game is fueling a "war" between tradtional CLEC/ILEC businesses and the CableCo's. ASND just doesnt get it. They sit back in the core and expect the business to come to them..... they don't know or haven't figured out how to CREATE the market. That's why CSCO is so strong. They go out and make the market rather than waiting for the market to come to the them...this is also why they are getting pumped up right now. They are being incredibly aggressive - ASND is NOT. OG