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

To: Bindusagar Reddy who wrote (60014)	2/18/1999 8:25:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

BR... At the risk of being branded a CSCO cheerleader..here is an interesting article - this weeks Network World... nwfusion.com For those that don't have access here are some excerpts.. By JIM DUFFY Network World, 02/15/99 SAN JOSE - On the heels of another stellar quarter, Cisco users and analysts see little that can slow the network equipment company down. Enterprise sales may be slowing and pricing pressure may be increasing, but the company is more than making up for it with strong sales to carriers and ISPs. Meanwhile, Cisco is facing down tough rivals, such as Lucent and Nortel Networks, by ramping up new ATM WAN switching products along with offerings that bridge circuit switching and packet switching nets..... ..... Cisco owes a lot of its second-quarter success to the service provider market, in which carriers and ISPs are bulking up on data network gear to quench customers' thirst for Internet access and to supplant traditional circuit-switched voice infrastructures. Sales of Cisco routers and WAN switches to service providers increased more than 50% from the second quarter of last year, according to WDR. Sales in this market account for 25% to 30% of Cisco's total revenue, WDR estimates. .......Nonetheless, with 40% revenue growth from a year ago, Cisco's second-quarter results are remarkable. And Cisco rolled out 13 products in the second quarter, setting the stage for future revenue growth. These products included the Catalyst 2948G, 4000 and 6000 LAN switching lines; voice and IP telephony support for the Catalyst 5000 line; and Cisco's first products for the consumer market. But can the firm keep up its torrid pace? Analysts say, "Yes." "Right now, if you look at Cisco's position in the marketplace, it's never been in as good a position across the board," says Scott Heritage, an analyst at WDR (see chart, page 19). ........ There's more if you go the publication.... Good comments on LU and ASND as well! OG