Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 209.02

-0.7%

Nov 24 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jay M. Harris who wrote (26727)	12/6/1997 7:59:00 PM
From: Gary Korn	Read Replies (3) of 61433

Jay, Thanks. Every time I read the Alan Lutz interview with VARBusiness, I become more convinced that CPQ has significant plans in networking. I'm not saying that the article proves CPQ will purchase ASND or even suggests such a thing. It is just that ASND seems such a fitting solution to a big part of what CPQ wants. That being the case, CPQ simply cannot be ignoring ASND. Look at these tidbits: "The practical reality is that there is no need to abdicate the networking space to 3Com. We think we can do very well in accumulating market share." ... "We're enormously excited about the remote acess market-both servers and concentrators. We see ourselves bringing NT-based platforms to that space. We see 56K flex access and eventually some form of ASDL. We see it as a very rapidly growing marketplace when measured by the number of ports that Compaq has had to add to support its own users." . . . "People think of Compaq as a PC company, and we're trying to change that. We would like to be a computer and communications company. I think we're making progress." . . . "Q: How much autonomy do you hae to pursue acquisitions? A: This activity is blessed right at the very top as a strategic direction that the president himself really wanted to do . . ." . . . "We wanted 25 percent of the RAS market. And that meant that we were going to put in place the plans and assets that would allow us to compete with the likes of Ascend, Cascade and USR/3Com. The goal was a dominant market position." . . . "Telecom is something I would like to do. . . . Tandem also brings us an entry in to the world of the RBOCs. They have been making CPE equipment for some time now." . . . "In 1998, we are trying to turn on the marquee and say, 'Compaq is in this space.' We're going to work actively to get to the point where people think of Compaq as a dominant player in this space. Compaq has a chance to be an enormous corporation without networking, but it is my goal to broaden the marketplace in which Compaq plays and make it an even stronger force." Gary Korn

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next