Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 200.33

-3.2%

11:49 AM EST

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To: MMW who wrote (32695)	1/31/1998 10:56:00 AM
From: The Phoenix	Read Replies (1) of 61433

Mike, Yes, I too think that ASND is now getting their act together. I know that may surprise the bulls here.... I think most folks on this thread think I'm short. Not ture. I'm just questioning their strength. Clearly growth in the carriers and ISP's, if it happens in a big way, will fuel growth at ASND. That's not the question though. The question is do they keep their market share and grow at or better than the market rate. CSCO has consistently done this which is why they are viewed at the premier company in the networking sector (along with their product line breadth). I think that ASND may have the products to do well but their distribution/sales chain is much weaker than CSCO and COMS. For this reason I think (<---just MO again) I think that they will NOT maintain market share. I still think ASND may be a buy, but I believe it's a buy for acquistion reasons...not as a going concern. Gary BTW: I do believe that value added services on IP networks will fuel huge demand for networking equipment. Carriers, ISP, CLEC's, and Cable companies are running headlong into a major race to deliver services to consumers. The money will be made in delivery of these services - Not delivery of the bandwidth. Bandwidth will quickly become a commodity. Again, just MO.

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