Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.64

-2.0%

Jan 8 3:59 PM EST

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To: Immi who wrote (7183)	7/22/1997 6:50:00 PM
From: Marc Hyman	of 61433

Well basically, I want CSCO to fall flat on their face. Reason, because I am a die hard ASCEND investor... It's not a zero sum game (yet :-). With the Cascade merger ASND and CSCO overlap each even more than ever, but there is still plenty of room for both to do well. Yes, ASND would love to take away large chunks of CSCO's core router business and yes, CSCO would love to take away large chunks of ASND's access business. I view the competition as healthy to both. You don't have to wish CSCO bad for ASND to do well. Obviously that is my `investor' point of view. I'd guess that the sales critters within the two companies do see it as a zero sum game :-) // marc

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