Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: James J. Cramer who wrote (22125)	11/9/1997 12:57:00 AM
From: Lee Martin	Read Replies (2) of 61433

James, What do you see happening to ASND over the next year or two ? Since ASND's only competition in the high-end internet backbone market is CSCO, do you really think the telco's, ISP's, etc. are going to allow CSCO to drive ASND out of business and have a monopoly in this market ? Wouldn't it be in everyone's (except CSCO) best interest to ensure CSCO has competition across all of its product lines to keep prices down and push development of new tech.? I'm waiting for one of the big telecom equip. providers or other big tech co. like INTC who would like to add a co. growing 5-10% quarterly or 22-46% annually to snap up ASND and give CSCO some real competition. Why don't you think this will ever happen? Is ASND going to turn around or will it become a penny stock ? Thanks, Lee

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