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Technology Stocks : Ascend Communications (ASND)
ASND 210.01+1.7%3:59 PM EST

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To: sea_biscuit who wrote (21053)11/4/1997 4:36:00 PM
From: sepku  Read Replies (1) of 61433
 
>>>Just like in the case of SGI, ASND too will have to dig itself out (or just stay there in the pit).<<<

That's another poor comparison. SGI is not in a segment of the market that is expecting tremendous growth over the next several years. It has only one real significant competitor threatening its market: Wintel NT-based systems, and the excess baggage it carries from a fully vertical-integrated self-reliant operation, from its own chips to box-building, means a lot of overlap no matter who were to buy it. SGI is no ASND, vice-versa.

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