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

To: MMW who wrote (60998)	5/8/1999 10:33:00 AM
From: bill c.	Read Replies (1) \| Respond to of 61433

Mike, I was under the impression that ATM was for the core and as one gets away from the core to the desktop we would see IP. Now Cisco wants IP in the core, to ATM at the edge, to IP at the desktop. Here is an interesting article in this months teledotcom: MPLS Standard Gets Caught in a Traffic Jam Conflicting routing proposals hold up deployment teledotcom.com Service providers are deploying ATM in the backbone today, they can't wait. If Cisco truely wants to compete in the Telecommunication Industry with LU, NT, ALA, etc, they need to provide the solutions which are required for todays environment. I fully expect LU to be ready with a combined IP+ATM next generation platform which will exceed Cisco... until later.

To: MMW who wrote (60998)	5/8/1999 10:46:00 AM
From: Techplayer	Read Replies (2) \| Respond to of 61433

Mike, ASND is shipping MPLS... The company continued to expand its next-generation product offerings this quarter with the introduction of Channelized DS3 Frame Relay and IP Multi-Protocol Label Switching (MPLS) modules with new high-availability features for the CBX 500 ATM switches. Ascend is currently the only vendor delivering a carrier-class implementation of the emerging MPLS standard on all WAN switching platforms, and is the only equipment vendor delivering an integrated carrier-class platform for ATM, Frame Relay and IP...from the latiest earning announcement for ASND. Also, I believe that bill c and others have recently outlined in depth why IP in the core will not get widescale deployment in the majority of the carriers any time soon. QWST and level3 are building IP networks. QWST is also a huge customer of ASND. If IP were to make a big move into the core, Juniper has the edge over CSCO with technology and especially the partnerships in place. IMO. Regards, brian