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Technology Stocks : Ascend Communications (ASND)
ASND 213.41+1.9%Dec 31 3:59 PM EST
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To: Immi who wrote (7177)7/22/1997 12:30:00 PM
From: Paul Barr   of 61433
 
Immi,

I totally agree with your comments. I believe that CSCO is sincere when they say that ASND is their #1 competitor.

I hope that the BFR take alot longer, that just gives ASND a stronger hold on the market. I agree that it will probably roll out early next year.

I know people have been worried that CSCO would really challenge ASND in this market, but it just goes to show, that ASND will not roll over and die. I was re-reading an article in UPSIDE where ASND hopes that the BFR will be 10-20% of revenue by year -end. If they are right, then CSCO will have a difficult time.

Regards, Paul
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