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Technology Stocks : Ascend Communications (ASND)
ASND 207.04+0.7%Dec 8 3:59 PM EST

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To: The Phoenix who wrote (47658)5/28/1998 1:19:00 PM
From: gbh   of 61433
 
Not sure what you mean but CSCO's RAS did kill ASND in the RAS market. Asnd has been taking on the chin there badly.

Somewhat overstated. ASND is still growing revenue in this area nicely. Yes, CSCO is gaining market share, but ASND and COMS basically owned the market, and still do. But for either to keep their very high market share in light of CSCO (and other) competition was not realistic (or expected). As long as ASND keeps growing this business, I'd guess they will be happy.

Note that about a month ago I mentioned that CSCO has to be cooking up something given that they have had no major announcement coming out of their StrataCom division in ages.

Not to beat a dead horse, but these products are stillllll cooking, aren't they?

Gary
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