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

To: DHB who wrote (60367)	3/21/1999 4:10:00 PM
From: Lee Ring	Respond to of 61433

Well fellows, what kind of a ride are we going to have this week? Lee

To: DHB who wrote (60367)	3/23/1999 12:13:00 AM
From: Jack Whitley	Respond to of 61433

<<BR, Page 11 Dead tree edition (Data Communications) Mar 21 1999. Sound Byte Judy Estrin VP/CTO CSCO ON LUCENT "Lucent will be a key competitor in the carriermarket, but not in the enterprise." Says it all if you know what to listen for>> Lucent probably has at least one G1, G2, or G3 switch in over 70% of the mid to large size companies in this country. Supporting these switches is a lot harder than supporting a dumb router. If they develop anything close to a decent router, they will be very formidable. And, they will have no problem rolling the router sale into the existing PBX lease for each customer, at very favorable terms. Don't underestimate Lucent in the enterprise. jww