Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Charlie Tuna who wrote (16331)	10/5/1997 1:25:00 AM
From: Jack Whitley	of 61433

<<It seems that xDSL and cable modems will wipe out ISPs and put the ISP POP into the CLEC or local cable company.I am by no means an expert...but have been looking down the road and if the bottom drops out of the 56k market it will hurt ascend more than anyone else on the equipment side anyways.>> There are an average of 19 splices in the "last mile" of copper to the home. xDSL needs "clean" copper to avoid real attenuation problems. This will be overcome, but not widespread at least in the next few years. Cable modems ?, they still can't keep my cable working in a thunderstorm, it may happen eventually, but not any time soon. I don't see the bottom dropping out of any modem market yet. jww

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