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To: The Phoenix who wrote (20773)	1/14/1999 2:24:00 PM
From: joe	Read Replies (1) \| Respond to of 77397

What do you think ASND's core competency is? Or are you suggesting that they don't have one<g>? joe

To: The Phoenix who wrote (20773)	1/14/1999 3:05:00 PM
From: Mr.Fun	Read Replies (3) \| Respond to of 77397

Gary, I don't really get where you are coming from on this one. It is curious, you alternately make really informed, insightful posts, and then you come out of left field. There are alot of aspects to IP expertise - implementation in an enterprise is very different than in a service provider network. Whereas XYLN has experience with IP running over Ethernet and ATM switches in the enterprise, it has zero expertise with what it takes to run a carrier network. Ascend's IP Navigator is THE state of the art in MPLS implementation in carrier class ATM. 6 carriers are using it now including Frontier and several more (including some big boys like ATT WorldNet) are on tap to use it within 6 months or so. Cisco is not close - I'm sure the Stratacom boys have told you differently, but carriers vote with their dollars. Furthermore, the remote access market is all about IP. In effect these highly sophisticated boxes are specialized routers that talk OSPF and BGP. Here Cisco's router piece is really strong, it just has clunky modems and software, and was too late to get a piece of the ISP market. Nonetheless, this is anouther example of Ascend IP expertise, one particularly relevant to VoIP, FAXoIP, VPN, and other high value added potential markets. Finally, laugh all you want about the GRF - it was too early and the software was buggy, and by the time they fixed it the GSR was already kicking butt - but it was really good hardware design and ASND learned alot from the experience. I expect the next generation box due in 2H99 to be very interesting. LU/ASND is an exceptional match. Wishing it weren't so will not make it go away.