Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: Thomas M. who wrote (24955)	11/30/1997 10:51:00 AM
From: HEXonX	Read Replies (2) of 61433

>>Bernstein said NN is growing 20% via market-share gains, by winning every significant contract. The analyst says that ASND has broken that streak by winning the coveted NTT deal.<< Tom, NN's contracts are outrageous. Their network management also costs big bucks even for large networking companies. Face it, NN is going to get big competition in the ITS and private line arena. Private line (NN) is out and ITS (ASND I hope :o) is in! Folks, believe what I say. This is what is going to hurt NN. They are worried about ITS and/or any voice over IP or ATM. This is going to be good for Ascend, I hope! HEX

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