Ascend Archive
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Re: (ASCEND) Ascend stock

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On Thu, 6 Nov 1997, Matt Holdrege wrote:

> The TNT architecure has huge growth potential. Our many worldwide carrier
> customers would never have bought a deadend product. Telco engineers only
> buy serious carrier class equipment. That's part of the reason I've never
> seen any Livingston equipment in any Telco operation. There may be some out
> there somewhere, but I visit telcos around the world and all I see are
> Ascend, Cisco and Nortel/Shiva. That may or may not change with Lucent.
> We'll see.

Well - I work for a telephone company - I have a slightly different view.
:)

Carrier-class isn't about growth - it's about managing an access
commodity. Part of that is doing access very, very, very well. You pick up
the phone, and get a dial tone, 24 hours per day. You can call wherever
you like, and always get through. Your bill always adds up straight -
unless someone made a typo on a credit or set up your account wrong.

Often telcos choose vendors because they trust the vendor, rather than the
product. Personally, I think Nortel make junk rather than access servers.
But the name Northen Telecom means a lot to our switch guys.

But - while our switch vendor (NEC) may have its share of problems, and
our NEAXes may not be perfect, the point is - we can contract to say,
"this feature will be available and working correctly by 1 Jan, if not NEC
will pay us $5000/day until it is."

As a result - things get fixed. We can run a business. Our customers can
rely on the service.

Ascend must understand how carriers manage risks and run their businesses,
rather than concentrating exclusively on what kind of media to use at the
cable plant.

If Ascend can make a carrier-class product... Well - we'll see.

- --
Josh Bailey (mailto:joshb@xtra.co.nz - GroupWise mailto:j6bw@telecom.co.nz)

Internet Network Specialist                     Voice (DDI): +64-9-355-5923
Telecom Internet Services                       Voice (Mob): +64-25-514-899
Extension: 93423 (Lvl. 4, 120 Mayoral Dve)      Fax:         +64-9-355-5260
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