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 209.02

-0.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DX who wrote (23868)	11/18/1997 3:50:00 AM
From: Lee Martin	Read Replies (2) of 61433

Hi DX, I've never shorted a stock before, but I have to agree 3COM looks like it might be a good candidate. The CEO said recently "the channel is chucked full of modems" and I believe him. As far as I can tell no OEM's are using x2 modems. Why should they when everybody and their brother is making k56flex modems and selling them for half the price of an x2 ? The retail channel is where x2 was strong before it had any competition, now they aren't selling and the channel is stuffed. Lack of retail sales and no OEM sales will reduce demand for x2 ISP support and thus demand for COMS Total Control RAC's. I posted on this thread a couple of months ago a comparison between the COMS x2 and the Sony Betamax. Nobody understood what I was talking about. The ITU standard will eventually end the x2/k56flex war and both sides will prosper, but now that the tide has turned the longer the wait the better for ASND. Good Luck, Lee

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next