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Technology Stocks : Ascend Communications (ASND)
ASND 209.15-1.5%Nov 20 3:59 PM EST
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To: pass pass who wrote (22034)11/7/1997 11:20:00 PM
From: Clare  Read Replies (2) of 61433
 
<<Cisco has not really hurt Ascend yet. Ascend was hurt by its CEO's miscalculation
of 56k modem technology. Mory said in public that 56k was a non-event. Because
of this strategic mistake, Ascend screwed up 56k game plan really bad. >>

Yes, but this allows Cisco an opening to make further
in-roads into Ascend's customers. Cisco is coming out with
some powerful stuff, AS5300, 12000 router, and the voice-over-ip.

What we don't hear about as often is how is Cascade doing
against Stratacom. Anyone have any ideas? Before both were
taken over, Cascade seemed to have the lead, has that changed?
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