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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Glenn D. Rudolph who wrote (32037)	1/25/1998 10:51:00 AM
From: Gary Korn	Read Replies (4) of 61433

Hi Glenn. Article in today's NYTimes, 1/25/98, titled "Choosing Between Phone and Cable for Internet Access." After discussing potential direct investments on the Wintel/CPQ DSL play, the article next develops the concept of derivative beneficiaries: "Companies that supply Internet-related equipment to Baby Bells may also see business surge if the alliance prevails. Analysts mentioned Lucent, Northern Telecom, Motorola, Newbridge Networks and Bay Networks as some big potential beneficiaries." I'm half happy and half pissed about this paragraph. I'm half happy because ASND -- with some 25% of the ATM market share and a killer new ATM product -- will itself be a big beneficiary. I'm half pissed because ASND wasn't mentioned. The company certainly could use something in the way of better public relations or advertising about its products. Let's spend just a few dollars on that, ok? Bottom line: The news is great. Why not spread the word? Gary Korn

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