Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 211.05

-0.7%

Dec 1 3:59 PM EST

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To: David Lawrence who wrote (24432)	11/23/1997 9:13:00 PM
From: Skeeter Bug	Read Replies (2) of 61433

david, kflex will win this war with x2. maybe, just maybe, in spite of asnd. but it will win. the hottest box growth sector is sub $1k and none ship with x2. NONE. ibm has an awsome box for $999 that will sell like hotcakes that has 56k flex. cpq and dell will have to match or lose market share. so will muei and gtw. they will not choose the more expensive x2 modem. so, when all their potential customers have 56k flex, will they not buy 56k flex at the isp or will they watch all these new computer buyers flock to those that will? my guess is the former.

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