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: thebeach who wrote (34091)	2/9/1998 6:06:00 PM
From: Gary Korn	Read Replies (1) of 61433

ASND has the potential, 6 months down the road, to be kicking on several cylinders: 1. CLEC/RBOC oriented ATM sales. 2. RAS sales, potentially invigorated by new ISP cash as a follow-on to the AOL price increase. Time will tell what happens (i.e., whether the ISPs follow the leader here), but I'm guessing that no one (including no analysts) anticipated what a revenue increase might do for down-the-road ISP capital spending (and not just wrt ASND). The market, today, didn't figure it out. I think that is an opportunity. Gary Korn

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