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Technology Stocks : COMS/USRX
COMS 0.00130-67.5%Nov 7 11:47 AM EST
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To: Dick Smith who wrote (819)3/12/1997 6:44:00 PM
From: David Lawrence   of 1384
 
Kind of a mixed bag actually. I think the writer did most of his research on this thread.

Most industry analysts agree that Ascend Communications has been taking substantial market share from U.S. Robotics, but it is difficult to nail down what the numbers actually are. U.S. Robotics does not disclose exactly how much of its total revenues are network systems sales, although it did say that TotalControl Hub sales were roughly $450 million.

As Ascend's total revenues for 1996 were $550 million, some have used these numbers to imply that Ascend has gained market share. These numbers may be distorted, however. Ascend's revenues include sales from its Pipeline product as well as prior generation MAX devices, and the MAX TNT and TotalControl Hub are not completely comparable -- in many ways this is like comparing sales of Ford Escorts to sales of Rolls Royce limousines.

Looks pretty clear to me. USR says "here's our hub sales", and Ascend throws everything including the kitchen sink into their numbers.

The critics are right to point out that U.S. Robotics lacks public development plan to catch up to the MAX TNT with its TotalControl product line, so it is wise to consider whether or not Ascend may eventually completely surpass U.S. Robotics. With the new 3Com having $761 million in cash in the bank, a combined budget of $400 million per year for research and development, and some definite networking prowess, this thinking may prove premature.

I couldn't agree more.

Any fool can criticize, and most fools do.
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