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 : COMS & the Ghost of USRX w/ other STUFF
COMS 0.001600.0%Jan 16 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dee Jay who wrote (2275)7/16/1997 1:37:00 PM
From: Christopher White   of 22053
 
I am very glad that all the folks on the street now agree that ASND made its earnings this quarter because since ASND's report has been positively received, the whole networking sector has gotten a boost.

Now with the merger complete, the prospect for continued robust revenue and earnings growth in the future depends on ASND's ability successsfully compete with CSCO and COMS on these companies' home turf - I just don't see how ASND will be able to effectively compete against these two giants because ASND just doesn't have the critical mass revenues wise.

CSCO didn't become the king of the internet backbone by chance, but rather through superior engineering, marketing, and management. CSCO will leverage these assets, along with its superior financial resources, to gain even greater market share. I see ASND's only hope in the router battle with CSCO to be the chance that CSCO screws up the product transition to the BFR as badly as ASND has with its transition from 33K to 56K for its MAX-TNT. In spite of the spin from ASND's PR Dept to the contrary, ASND's product transition to the 56K technology for their RAS product line has been nothing short of a disaster - that ASND's management could allow this to happen in their most important product line really shook my confidence in the company. ASND's management has given COMS a real opportunity to penetrate the lucrative RAS market in a major way. In the coming three quarters, I can not help but to think we will see Total Control increasing its market share at the expense of the MAX-TNT.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News