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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.5%Nov 21 9:30 AM EST

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To: kevin bennett who wrote (8075)8/6/1997 2:02:00 PM
From: Thomas M.   of 61433
 
Kevin,

Dwight Karlson posted a summary of the CSCO conference call on the CSCO thread, including the following clips:

Nortel was seen as a stronger competitor than Ascend/Cascade. Ascend is not as strong as they were 6 months ago.

The second mention of Ascend came a little later, when they said Cisco is making inroads at some of the larger ISP's, where they hadn't done business for some time...something about "where Ascend has in the past been quicker to bring new products to market."


Can I get your comments, primarily on the first statement?

Tom
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