Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Sector Investor who wrote (20526)	11/2/1997 7:00:00 PM
From: sepku	Read Replies (1) of 61433

>>>No, Gary, I fully agree with them. COMS DOES need ASND. But ASND does not need them.<<< Not to be successful in the RAS market, that's true. But unless they want to remain a second banana to CSCO for the foreseeable future, they must become an end-to-end equipment provider. It seems apparent to me that this is what ASND is aiming to be after aquiring CSCC which broadened its product line significantly into other markets. As part of a networker such as COMS, in my view, they would create a networking solution that actually goes beyond CSCO, since USRX dominates market segments where CSCO has no presence. I don't believe companies such as COMS and ASND are satisfied with just being #2 or #3...they are striving to be #1, and nothing less. And together they would be on more than equal footing with CSCO, in my opinion. I'd love to see it happen. Style Pts.

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