Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 219.98

-0.3%

10:45 AM EST

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To: Bindusagar Reddy who wrote (60234)	3/5/1999 9:43:00 AM
From: hitesh puri	of 61433

Agree. Latest WANS market sahre report shows Ascend with 22% of WAN switch share up from 10% 3 Quarters ago. Cisco has been stagnant at 24% since the last year and Ascend might overtake them by June 99. If any article comes out and says Cisco has exploding sales in the telecom and Internet equipment area I will realize his lack of knowledge. Routers are 80% of their sales to Telecom. If LU can get Ascends GRF to be accepted or say buy Juniper then Cisco could be reduced to 3Com's level where they are exposed again mainly to Enterprise with not much growth and dominance in telecom equipment sector that they had been banking on. And that too at a PE of 60 ??? Oh Boy. -Hitesh

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