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Technology Stocks : Ascend Communications (ASND)

ASND 212.55

+1.2%

Nov 28 12:59 PM EST

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To: Johnathan C. Doe who wrote (23321)	11/13/1997 4:25:00 PM
From: Peter Yang	of 61433

>>look at what is happening in the DD makers<< It's a totally different story for HD sector. What they are making are called commodities. The products are interchangeable between different companies and they have very low margnins (around 10%?). The one company that can offer the lowest price will win the war. However, the companies in network sector are mainly selling technology and they have very high margin (around 60%?). Price pressure does exsit in this sector if you are selling comparable products in terms of the technology and functions. However, the pressure is much less than the hard drive sector. For network sector, the comany with the best technlogy and marketing will survive and win!

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