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Strategies & Market Trends : Tech Stock Options

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To: stan fisher who wrote (2448)	6/10/1996 1:24:00 PM
From: Pascal A. Mons	of 58727

Stan, Do you have specifics on the nature of the talks around CSCC and ASND ? BTW, I've seen somewhere (may be on their web site ? don't remember) the competing equipments coming from USRX... My impression is they are still far from threatening ASND products... (so I had a lough)... may be I'm wrong... But still the RBOCs are entering new deals with ASND, and none with USRX or CSCO (though I didn't have a look at Cisco competition). I would worry to see the RBOCs switching... unless that does happen I am confortable with ASND. Separately I believe CSCC is a good bet has anyone an opinion on this one ?

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