ALL--- IMPORTANT....
Just dont loose heart or chicken out. Remember, ascend has twice
the number of products with the CSCC merger. ATM over wan, sahara
access concentrators, IP Navigator, etc. Has, anyone mentioned the
future?. ATM over WAN is growing signigicantly (read Instat report).
Ascend has the GRF, & the TNT line. So, why panic over one quarter?.
Do you have faith in management?. Do you have faith in the strategy?
Do you have faith in the products. If not bail out and get "G", else
remain. The next "CISCO" is in its embroynic stage. Yaa sure its
gloom and doom, along with uncertainity. That leads to the stage
where the reward matches the risk. So, we have all the negatives
factored in. Do you really think that Ascend does not have a long
term strategy?. Don't you think they are working on upgrading the
GRF & TNT line. In every high tech company, the next thing is
though off "wish list" while working on a current version of the
prodcut. The "wish list" eventually becomes your next version. Yaa
sure some products get overheated (lack of fan) etc. not adequately
tested... Do you really think that CISCO has tested there access
equipment perfectly?. No, not possible. Don't you think CISCO too
will have a longer acceptance cycle?. Sure thing. So, what ills are
prevailing Ascend now is not just company specific. It is always the
case with software or hardware products. Sure, competion is everywhere
big deal. Differentiate (network management). Ascend has this...
If you think the fundamentals have changed, bail out. If not
give at least 2 quarters to iron out the issues.... The WAN space is
the future. Guess what. CISCO realised this and is pushing agressively. I own ASND & COMS not CISCO which I believe stifiles
creativity.
Regards, Immi
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