Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 201.40

+2.3%

Dec 10 3:59 PM EST

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To: The Phoenix who wrote (32680)	1/30/1998 10:27:00 PM
From: MMW	Read Replies (2) of 61433

Hi Gary, I enjoyed your post that show the data, compare the fact, and analyze the situation. I have invested in ASND since 2H last year thinking ISP and carrier market are starting to take off. ASND and CSCC combination seems pretty strong in those market. Last year, things did not turn out that way due to ASND MAX TNT quality issues. I have lost some money on that. This year, ASND seems get their act together and start to show some progress. My thinking is that if this internet market growes fast than last year. Then, ASND is going to benifit from it giving its strong position in that area. However, your data seems to seguest that CSCO may out grow ASND and take share away from ASND. My question is that AT&T worldnet is considering deployment of ASND equipment, which would be big plus for them. (I knew how Interspan Network did to STRM in the past) Do you still think ASND will do poorly this year? I just want you opinion on this. By the way I still have a good position in CSCO too. Cheers, Mike

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