Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 220.42

+4.9%

Dec 12 9:30 AM EST

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To: A. Fineigler who wrote (1545)	1/7/1997 10:39:00 PM
From: Tera Bit	of 61433

I listened to the call as well and all I can say is one of us is deaf. I understood the CEO to say they lost some share to Bay/Xylogics and Cisco in the coporate market. In the ISP/Telco arena I understood him to say they have likely gained share from ASND. He then went on to preface the comment by saying ASND dominates the ISP market and that he could not be sure the share gains came from the "other" slice of the market share pie. Finally, implicit in his comments was that ASND's dominance in ISP market has more to do with their size/resources than superior products. SHVA seems to feel their partnership with Nortel will help them compete more effectively. IMO, the bottom line is that ASND is likely doing very well but bigger bats are on deck. Cheers, Daniel

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