Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 217.34

-1.5%

1:07 PM EST

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To: Hassell Anderson who wrote (17498)	10/12/1997 4:00:00 PM
From: Robert Scott	of 61433

Agreed - I'd feel more comfortable if ASND's price to sales was less than 4 but I also believe that with the increasing demands placed on the internet from not only the staggering standard data requirements but soon with a surge from voice, internet fax, and streaming video and audio which is now being supported and promoted by MSFT, the more advanced telcos, etc., the requirements for increased capacity and concentrators, gigabit routers, ATM, etc., will continue the demand for ASND's products. At least at this price, there may be some near term downdraft but I feel very confident that it will be shortlived. Europe and Japan have been in the tank for a while now - it should be sooner rather than later that they begin to get going. The telephone companies must embrace IP. They will need to build data networks next to their voice networks - if they don't they will die - the voice network cannot be adapted to a data network as I understand it.

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