Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.52

-1.2%

Nov 25 3:59 PM EST

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To: Gary Korn who wrote (24818)	11/27/1997 3:02:00 AM
From: blankmind	Read Replies (2) of 61433

3com or ascend which to purchase? why cpq might purchase asnd pc's future as currently viewed is tied to the internet and nt just a lan. the largest growth is not in lans but the internet. asnd is a internet play. if cpq wants to continue to grow at current rates and greater, they must be able to have a piece of the internet market. pc's have low margins, internet products possess high margins and high growth. cpq understands how to make money on low margins, and would apply this to asnd in re-forming the company. if cpq buys one, which is very speculative, it would be asnd. the biggest obstacle is csco, who dominates and has name recognition. cpq can compete in name recognition and quality. csco is a 55 billion dollar company (valuation), this is where cpq wants to attack. asnd figures into the fastest growth area, and cpq can continue to use its desktop dominance to help brand itself to the internet.

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