Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.50

+1.5%

Dec 24 12:59 PM EST

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To: david jung who wrote (11466)	9/10/1997 11:54:00 PM
From: Sector Investor	of 61433

<<Cisco shortly will bring out a new type of access concentrator that will offer most of the features of Ascend's products. Because of the more efficient use of custom-designed chips, Cisco will spend less than Ascend to make the product, analysts said. That will allow it to price its product below Ascend's, analysts said.>> <<Any price cuts by Cisco could be a serious problem for Ascend, though, Rajamani said. Ascend gets 55 percent of its revenue from that product line.>> (Edited post) Keep in mind what I've said before - it's the Hardware/software/support total package that is important. CSCO has to cut prices to have a chance to break ASND's grip, but until they have a "head and shoulders" better total package, they are unlikely to succeed, IMO. Management inertia towards it's current vendor is a powerful thing. The new CSCO offerings have to be market place proven (and be shown to be better price/performance/stability/etc.) before we need worry. Nobody is going to swap out critical network hardware/software on price alone. Getting about time for next generation TNT/GRF, Mory? Hope you have it in the works.

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