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Technology Stocks : Ascend Communications (ASND)
ASND 211.08-0.6%1:24 PM EST

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To: Simon who wrote (8169)8/7/1997 5:56:00 PM
From: fedhead   of 61433
 
Actually there is every reason to worry for Ascend share holders. The
remote access maket has become very competitive. 2 years ago Ascend
was the only game in town. That is no longer the case and as the carriers/ISPS start deploying the next wave of remote access products
they have a lot of companies to chose from. But this is an exploding
market place and Ascend will get there fair share but they are no longer a gimme. Witness the PSI net release today where Ascend was the incumbent and the deal went to 3 com .


Anindo
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