Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Phoenix who wrote (60594)	4/5/1999 9:54:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 61433

Gary, one of the way Cisco is getting more revenue from carrier space is their good old enterprise customers are outsourcing to Service Providers, and Cisco is classifying those revenue in Carrier segment & saying growth is slowing in enterprise. Will be more clear in coming quarters. Zbyslaw

To: The Phoenix who wrote (60594)	4/5/1999 10:28:00 PM
From: Techplayer	Read Replies (2) \| Respond to of 61433

Gary, My point was not about ASND vs CSCO. My point is that ASND's core ATM switching revenues were not declining and being displaced by IP in the core but are actually increasing (while CSCO's core switch router is delayed, as you might expect with an in-grown CSCO product). They announced to customers last year that it would be ready Q1 1999 and now it "might" be ready for Q3 (based on calander year). There are obviously a couple of companies that are doing coast to coast IP (Frontier, Qwest..big customer of ASND) but they are betting heavily on products and services a couple of years out. I did read the quarterly report for CSCO and they do say that they saw 50% growth, but they should see this because they are selling the routers. Brian