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

To: MMW who wrote (60991)	5/8/1999 3:21:00 AM
From: MMW	Read Replies (1) \| Respond to of 61433

I simply do not understand why so many people jumped on Cisco decision to pull out TGX8750 (20Gbit ATM Switch). To me it seems very reasonable product adjustment. Csco explains the two reasons for pulling that out of market: 1) MGX8850 is capable deliver up to 45Gbit bandwidth; 2) Csco does not think it will make money on OC-48 ATM interfaces; My take on this is MGX8850 is very powerful product, at least, it design that way. The product was initiated in early 96, now is in limited availability. We need give it time to show it stands out as it design intent. MGX8850 basically is an full featured ATM switch, adding two router interface cards for redundancy. I am not with CSCO any more, but I have participated in that design in the past and always interested in how the market react to this product. TGX8750 sort of redundant product, it makes good sense to be cancelled. And OC-48 ATM interface costs a lot money. I don't think CSCO is interested in the ATM core business from begin with. IP core routing product is the way CSCO choose to go. Looking for GRS12000+ products come out later. They lost a little bit edge on initial GRS12000 ever since M40 introduced. ASND/LU has ATM core products but don't have IP core. A battle between ATM and IP is continue. Who's going to success has yet to find out. Cheers! Mike

To: MMW who wrote (60991)	5/8/1999 9:11:00 AM
From: bill c.	Read Replies (1) \| Respond to of 61433

Mike, If you want to see where the LU Packstar is today, go to a few testing labs. Their first release was in Feb99 with a second due in June99. Lets see what ASND/LU has planned for those Cisco fans in the coming months. One thing I can guarantee you, Cisco will lose market share and their margins will drop!! If the Lu and Asnd products fail, they can OEM the Juniper product. I wouldn't expect it, look for LU/ASND to build the optical technology into their next generation ATM+IP platforms.