SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND)
ASND 221.33-1.3%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: J.C. Group who wrote (6568)7/14/1997 6:42:00 PM
From: kevin bennett   of 61433
 
JC,
Thanks for the advice, but I see as much risk upside as I do
down side. Don't you think GS knows something that we
don't. The NASDAQ seems to be in the primary wave 3 of the
3 to the upside, if that is the case we could see ASND shoot
much higher quickly. The earnings on 7-15 seem to be noise
at this point. Ejabit and Dahl are experienced veterans, there will
not be any mistakes on the call.

In fact maybe Wall Street will get an education on the barriers to entry
that USRX are faces in the RAS world. Having modem DSPs is one thing, having VPDN working code and a ROBUST Radius server which does everything but wash the dishes is a real barrier to entry.

In the router world you have to be ' bug " compatable with Cisco, in the RAS world you need " bug " compatable with ASND, their Radius server is the standard.

In addition the street may realize that the GRF is working and is in several peering points doing great. Also the street may learn that the long awaited frame relay switch sales upturn has started and that large international orders are coming. People who have counted
the Cascade 500 dead are incorrect. The switch is doing excellent.

From my help desk or wherever the man who sold at 43 said I was from goodnight!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext