Ascend Communications (ASND) Message Board

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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)	11/8/1997 8:43:00 AM
From: Glenn D. Rudolph	Read Replies (1) 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. Pass Pass, I agree with your statement although I believe the main culprit to be ROK. ROK wanted to compite with TI on the 56K front and idicated to their customers their technology was only 30 days behind that of USRX. It appears ASND and others took ROK's word for this. Six months is really how far they were behind. Much of ASND's recent mistakes were a relaince on ROK. Their only other choice was to license x2 and pay a competitor which was not something ASND wanted to swallow. CSCO had nothing to do with the prblems of ASND and CSCO is a very small nitch player in the RAS market. Glenn

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