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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.5%Nov 21 9:30 AM EST
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To: PATRICK MCMONIGLE who wrote (22647)11/11/1997 2:04:00 PM
From: mark alan rosenberg  Read Replies (3) of 61433
 
Patrick, Indifferent?
The real take on ASND right now, is that CSCO and ASND are going
head to head, toe to toe. We must stay real close to market share
for each co.s products. Price discounting is OK as long as ingredient
costs drop, thus opening margins.
WHERE does ASND get supplied is raw ingredients for product, or where
are the products built. If they are building in Taiwan or Singapore,
devaluation in these countries will make products there a lot
cheaper to build.
Mark
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