Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 220.42

+4.9%

Dec 12 9:30 AM EST

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To: blankmind who wrote (32161)	1/26/1998 11:54:00 PM
From: Gary Korn	Read Replies (1) of 61433

Blankmind, Thank you for your comments regarding whether the end of the networking correction is or is not in sight. You've always been very perceptive, so I'm hoping you are right again. One piece of data that continues to offer me some comfort is the one I posted a week or two ago about ATM equipment sales growth. I don't have the chart readily at hand, but ATM sales are predicted to increase from about $2B this year to $5 or $6B in about 3 years. ASND has about a 25% market share, so one could anticipate strong growth in just that sector for several years to come. (ASND mgmt. has indicated that ATM will "cross" RAS sales this year, meaning that ATM will have to account for about $750MM of 1998 sales, or 25% of a $3B 1998 market. The same percentage of a $4.5B 1999 market would be $1.125B in sales in ATM alone for ASND (about equal to ASND's entire 1997 sales.) I don't know what the point of the above is, other than to reassure myself that the internet -- and the internet infrastructure -- really is growing and is not withering away as is the NWX. Gary Korn

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