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Technology Stocks : Ascend Communications (ASND)
ASND 208.87+2.9%Jan 12 3:59 PM EST
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To: Sector Investor who wrote (6815)7/15/1997 8:56:00 PM
From: damniseedemons   of 61433
 
Anindo has a very good point that all ASND investors need to fully understand....Last year, CSCO was barely on the radar screen for remote access. Now, they're a major force to contend with. And 3Coms (US Robotics) has really cleaned up with x2 having so much more marketshare (due to product quality/availability, unlike 56kFlex players).

The competitive landscape of the remote access sector is much different from last year. This is evident from the reduction in ASND's valuation.
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