Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: jach who wrote (40517)	3/24/1998 10:47:00 AM
From: George T. Santamaria	of 61433

<.....so for ASND. If ASND can counter with proper products and price incentives it can eliminate these newcomers from gaining any significant foothold. IMO, ASND at 31$ something, has limited downside risk, the upside potential far outweights the downside risk.> You're right -- a small startup acquisition does not a strong market position make. The best example of that is in the ATM arena. CSCC was a solid move into the carrier-based market. As far as RAS is concerned, the results don't speak for the technical, marketing or financial competence of management! CSCO has gobbled up a good-sized share of the RAS market while ASND, with it's so-called leadership position in 56k, is still adding fans to the MAX product line to prevent overheating. I think that we have cause to be depressed about the way ASND handles it's affairs. My short fuse is lit for the next earnings report.

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