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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: sepku who wrote (25071)12/1/1997 8:15:00 PM
From: hal jordan  Read Replies (3) of 61433
 
>Customers will be able to opt for the MAX TNT or AS5300 for only a slightly higher premium but with vastly greater performance. It will be interesting to see how this plays out.<

CSCO has one leg up in terms of the FUD factor in blue chip companies. ASND rules the ISP market, CSCO the corporate culture. I have seen many large companies wait for CSCO to bring a product to market rather than go with a competitors product. That being said, ASND has placed themselves in many large corporations too. What I think will happen is CSCO will lower the price of the AS5200/5300 to the point that ASND is getting nowhere near the margins they used to make with the MAX.

ASND blew it by foregoing Cascade's development work with the AX series and future xDSL products. Probably politics. The west coast was in charge and their engineers got what they wanted. The tests I have heard about proved the AX was a far superior product to the TNT. Water under the bridge at this point. But it could have been a great competitor to the CSCO AS series.

I'm still looking for my entry point later this month. This sucker had better not go into the 30's before January or I will truly be pissed--at myself for waiting.

Hal
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