Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.29

-2.2%

Nov 19 3:59 PM EST

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To: Gary Korn who wrote (22068)	11/8/1997 12:37:00 PM
From: Rational	Read Replies (1) of 61433

Gary: This is a great presentation. During my talk with my ISP yesterday, I observed how high they were on CSCO. The networking gear is very costly. It is not just the price that matters. It is the potential heavy loss of ISP customers due to an equipment faiure that seems to bother ISPs to choose the "best" in the market. The "best" may stem from a mere perception and/or a number of other intangible factors. But, all these factors affect heavily the tangible bottom line of CSCO's competitors. Unfortunately, this trend may continue until products are commoditized when the P/E will be 8-10 like for the disk drive sector, IMO. I have been thinking of buying ASND and feel OK for not having entered yet. Sankar

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