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Technology Stocks : Ascend Communications (ASND)
ASND 204.41-1.0%Nov 14 3:59 PM EST

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To: Gary Korn who wrote (32076)1/25/1998 11:01:00 PM
From: Sector Investor  Read Replies (1) of 61433
 
<<I'd be happy with about $1 billion, even if spread out over several years. No need to be greedy or anything. But I'm guessing that the competition for any such investment would be intense.>>

Yes, that would be VERY nice. Right now ASND has a BIG advantage with the GX550 being 6-12 months ahead of competition. The only OC-48 capable core ATM switch on the market (to my knowledge) is ASND's.

As I posted earlier, the TIMING of this lead is key, coming just as major next-generation networks are being developed, and the competition (Williams, et. al) beefing up their networks, at this time. Hopefully, there is something for ASND in tomorrow's announcement.
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