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

To: Bindusagar Reddy who wrote (60520)	4/1/1999 6:59:00 AM
From: MMW	Read Replies (1) \| Respond to of 61433

The key to build a Reliable network like current telephone network is redundancy. The redundancy built in a network element(Node). The STRM products, for example, BPX, MGS, IPX, IGX, and AXIS, are all designed with redundant circuits with automatic switching mechanism according to Bellcore spec. Those products have been deployed by AT&T Interspan Network since early 90s. In second half 1995 to early 1996, both Lucent and IBM have evaluated BPX product with high marks. I suspect if CSCO were not bought STRM in first half of 1996, either LU or IBM would OEM the product. CSCO routers are crashing all the time since a lots of built in the early time were without redundancy and were software rich product. The Carrier featured 12000 series is addressing reliability issues. It is a step into right direction, but it is just a start. It'll take some time to mature. LU and its Bell labs as well as NT are the master of reliable telephone networks with over 100 years experience. I am still waiting to see their reliable router products yet. Without router, the internet would not work. Cheers! Mike

To: Bindusagar Reddy who wrote (60520)	4/1/1999 10:22:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

BR, I think you missed my point. Duh..not a surprise. I own LU/ASND. If they can sell ice to the eskimo's that makes me happy. My comment was directed at Home Depot's boneheaded move for basing their wireless infrastructure on circuit switching. Even the carriers are slowing down their purchases of 4E's and 5E's because they understand that new technology will supplant these products. They don't want to be stuck ammoritizing equipment that's throw away. Home Depot didn't think this far down the road... But don't get me wrong... I'm not bitter, I just think it was a boneheaded decision. Perhaps $170M is a drop in the bucket to HD... IF so, then no harm done. As for LU/ASND, they are indeed a great franchise. Bought more today in fact. However, I'm awake enough to realize that I don't want to put all my eggs in one basket and that there are other technology and market leaders out there that will compete. OG