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Technology Stocks : Ascend Communications (ASND)
ASND 202.23-4.2%Dec 2 3:59 PM EST

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To: Nazbuster who wrote (16504)10/6/1997 12:00:00 PM
From: Charlie Tuna   of 61433
 
56k flex rollout problems blamed on TNT PROBLEMS
techweb.com

I have scalped ascend 2 times in the last month.
Right now I am sitting on the sidelines .....watching
Here are my concerns:

-TNT problems maybe worse than most think.See link above.
-ASND just does not have the infastructure/headcount in
place to get problems fixed quickly
-Cable Modems are really faster and cheaper and now have lots
of financial backing.ATHM(@HOME and @WORK) exclusive deal with
cabelvision gives them a big market and this directly competes
with ISP/telcos offering with xDSL following ISDN ...nowhere.
-Heavy competition from CSCO and COMS in the access concentrator
market.

Any responses to above concerns would be appreciated.
IMHO this thread has started to get to rose colored.
Charlie
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