Ascend Communications (ASND) Message Board

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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: Larry J. who wrote (24107)	11/20/1997 12:21:00 AM
From: Ron Masson	Read Replies (2) of 61433

> Sounds like sour grapes from a competitor that lost a big deal. > Ascend's relationship with HiNet is not new. This was first reported > months ago. > > Larry Sorry if it came across as sour grapes - it was not the intention. I just thought Ascend investors might like to know what's happening out on the street. It's a war out there. Ascend used to have no competition in this space. Now they are having to fight VERY hard in every deal. The reality of the HiNet deal is that every vendor knew that whoever won the deal would effectively control the RAS marketplace in Taiwan. In the case of the 3Com, it was also a beachhead for x2 modem sales in the consumer market. After several rounds of negotiation, 3Com had the cheapest price. Then at the 11th hour, Ascend came in and blew everyone away with a very aggressive discount. In the end, it became a market share vs margin decision. Rightly or wrongly, Ascend chose market share. Just thought you might be interested. RPM (currently writing from Bay's Taipei office)

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