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Technology Stocks : Ascend Communications (ASND)
ASND 203.85-3.4%2:06 PM EST

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To: Larry J. who wrote (32429)1/28/1998 10:56:00 PM
From: Sector Investor  Read Replies (2) of 61433
 
<<The only way CSCO is going to reach the top spot in remote access concentrators by the end of the year will be by aquiring Ascend. >>

I agree with this. The only other way to become number one is to have a superior product that has already been certified and beta'd and is selling like hotcakes. The 5300 isn't it.

CSCO has bought technology and market share more than they have innovated it. Buying COMS doesn't do it either.

I also don't think that CSCO will buy ASND. I think they are just talking thru their hat.
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