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Technology Stocks : Ascend Communications (ASND)
ASND 208.46-2.1%2:06 PM EST

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To: Dave von Hausen who wrote (12107)9/12/1997 6:23:00 PM
From: Peter Yang   of 61433
 
>>Have you heard of any news that affect ASND long-term?<<

Nope, most of the problems cited are indeed short term, such as

1) Slow sales in Europe (becuase they are on a long vacation?)for the summer. Does this imply ASND will have a better next quarter if the sales in this quarter shift to the next?
2) 56K modem standard.
3) Longer sale cycles (?)

The only possible long-term factor is the competition from CSCO. However, the internet market is growing at a very fast rate and ASND is leading in some of the areas, I belive everyone will have a slice of pie and CSCO just cannot eat all of them.
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