Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.89

+4.4%

3:19 PM EST

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To: Greg Jung who wrote (8474)	8/11/1997 2:13:00 PM
From: dougjn	of 61433

I have similar views. My overall take on Asnd is sort like this. They are in the fastest growing part of the networking business, but that sector (bulk high speed net connectivity for ISP's, and WAN ATM (Cascade) is slowing in relative speed. Both Asnd and Cascade have been one trick ponys, doing very popular tricks. But the networking industry is subject to continuing high speed revolutions. Csco, and to a lesser extent (but also) Coms have shown themselves able to remake themselves again and again, by absorbing and incorporating revolutionaris early on. Asnd has its big merger of equals, but hasn't really shown it can handle revolutions and come out ahead yet. Maybe yes, maybe no. What do you think? Regards....

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