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Technology Stocks : Ascend Communications (ASND)
ASND 197.59-0.8%Nov 7 9:30 AM EST
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To: Noneyet who wrote (20649)11/3/1997 1:26:00 PM
From: scott maragioglio  Read Replies (1) of 61433
 
Tom,

10% sequential growth would be great in my book, at this price that is a relief. The price cuts you could see coming, I think that they are about to go at it with coms and csco. The leg up that they have over their competition is the port density of the TNT, they have a better profit margin per port( to my understanding). I belive that if it comes down to an all out price war ASND will defend it's turf and possibly gain some share.
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