Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 206.76

+0.6%

1:32 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James J. Cramer who wrote (22118)	11/9/1997 12:35:00 PM
From: scott maragioglio	of 61433

James, Dataquest is giving est. of approx 35-40% growth for the networking sector in 98'( if i'm off correct me my notes are at work). Internet infrastructure is now 11% of that pie, they feel that it could grow to 15% in 98'. A growing slice of a growing pie looks like a good place to be. Their will only be 3 major players in RAS, COMS, CSCO and ASND. As it stands Ascend holds the big club in Remote access, port density. Port density gives them the room in the margins to defend it's franchise and prosper. Now that the problems with the TNT have been worked out( except the signaling problem for the PTT's) They can start bashing everyone over the head with it. Once Cisco finds their place at the table and everyone accepts that they are going to be there then this story starts to gel. You can push the reset button and look ahead.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next