Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 202.96

-2.7%

3:59 PM EST

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To: Sector Investor who wrote (9640)	8/24/1997 4:38:00 PM
From: Arby	of 61433

"Does anyone have any opinions WHY this is" Cowen recently (8/13/97) reported on their "third internet service provider survey" (28 ISPs,~7.8 million subscribers). Their conclusion is that ISP's are quite dissatisfied with ASND (delays in product availability, higher upgrade costs, poor management capability, lack of stability, performance issues, over-hype and poor customer support). Cowen repots that the number of "mentions" of ASND as primary or secondary concentrator supplier is down to 31% versus 41% in their Nov 96 survey. They also report high interest in use/trial of ASND's TNT but that satisfaction with TNT was low due to "low backplane capacity", software problems and price. The big winner in this survey was CSCO with 14% total mentions versus 4% in Nov. Cowen reports high trial activity with CSCO's AS5300 as well as 3Coms AccessPath product. Cowen rates BAY and CSCO 1; COMS 2 and ASND and others a 3. I have been a lurker on this thread for some time and thought its time to wade in. I am long on both ASND and CSCO and much more worried about my ASND position.

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