Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.62

+0.3%

2:00 PM EST

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To: W.G. who wrote (14593)	9/26/1997 7:18:00 PM
From: Sector Investor	of 61433

<<If MAX TNT is fundmentally flawed, why NTT and UUNET put major orders. I have serous doubt on these analysts' rumors. Any comments.>> Let me see if I understand the logic here. It's obvious that ASND only won these large contracts because both UUNET and NTT couldn't evaluate competitor's equipment in time. There couldn't be ANY other reason could there? I mean they really WANT to do business with COMS or CSCO, but just can't get their acts together evaluating other vendor's products, right? But they need to purchase equipment NOW, so they go with flawed ASND products in a BIG way just because they are available, instead of waiting for evaluations to complete? Is that it? I guess I better sell, as these large contracts aren't really good ones after all. ASND only got them because CSCO and COMS didn't! <G>

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