Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: The Phoenix who wrote (32614)	1/30/1998 2:51:00 PM
From: Sector Investor	Read Replies (2) of 61433

<<Cisco is already top heavy on the ATM switches and is making great strides in the RAS market. I'm not sure that buying ASND to become #1 in RAS makes sense. >> Gary, dou you ever provide any FACTS? All I see is comments like this. In Q3, yes CSCO did show gains against ASND. But that was a complete anomaly as TNT sales and shipments were held up on the 56K and TNT S/W issue. In Q4, things will go back to "normal", I'm sure. But those numbers won't be out for about 6-8 weeks. Do you have any facts to document your comments? I have info that suggests CSCO may acquire a new startup that is close to offering a denser product than TNT. If so, then CSCO really IS talking out of their hat, as you better have the S/W plus bells and whistles, have gone thru extensive Beta testing, etc. before they even show up on ASND's radar screen (looking backward)

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