Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 211.05

-0.7%

3:59 PM EST

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To: sepku who wrote (28198)	12/18/1997 1:18:00 PM
From: The Phoenix	Read Replies (1) of 61433

Style, You may be right about this stock. I wonder how much LU will pay??? hmmmm. something to ponder 'eh. I posted you back on the CSCO thread. My market data is fresh as a daisy. I simply gave you both 1996 and 1997 numbers from a reputable research firm that does more than simply call the vendors and ask them how much business they do. If you go to that report you'll note that the numbers you describe are focused on the ISP businesses only and fail to take into account IXC, LEC, Enterprise, and Access. In the ATM space ISP ATM sales only account for about 10% of all equipment sales. Although ASND lost only a small amount of market share in the ISP ATM space (21.7% in 96 to 19.2% in 97), they have no presence in any other sector leaving them at only a 3.9% share for the entire ATM WAN market. Not even a serious competitor. You did the same thing in the Frame Relay market > you focused only on the ISP piece - again ASND lost market share (56% in 96 to 21.6% in 97 !!!). And once again, they are behind CSCO in market share holding only a 13.1% share down from 208%. STYLE: Any way you cut it ASND is losing the war. They're losing the battle in their target markets. They're choking on the aquistion of CSCC (shades of Bay) and in order to get well they've cut work force and are now refocusing on core businesses. Gary

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