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

To: Ingenious who wrote (60074)	2/19/1999 11:31:00 PM
From: Jorj X Mckie	Respond to of 61433

Leland, I think we agree that there are expectations of the delivery of voice. It has to be reliable (you pick up the phone, you get dial tone), there are delay and delay variation limitations, and the quality has to meet a certain standard. No arguments here. I just believe that it can be delivered with an IP network if it is designed properly. The purchase of Stratus was a great move. As was Lightspeed by CSCO. Both acquisitions went to provide SS7 capabilities. Both LU and CSCO have challenges and it should be a good competition. NT actually has a pretty good product set for both SP and enterprise environments, they just need to turn their earnings into the positive territory. I guess we will disagree as to whether or not CSCO will be able to compete in this market. JXM BTW: on the delay stuff I meant to say milliseconds as opposed to microseconds.