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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: Glenn D. Rudolph who wrote (35801)	2/22/1998 11:54:00 AM
From: jach	Read Replies (2) of 61433

<<The only thing that concerns me is the incredible amount of arrogance that Cisco has. They don't feel that anybody can beat them in any field that they apply themselves in. Steven, The above is the typical downfall of any leader in their field. This has been proven time and time again. With that in mind, I do not have a position in Cisco. That is dangerous as well as foolish! I have a lot of respect for Cisco but I must ask the Cisco people to remove their rose-colored glasses and realize that their may be some legitimate competition out there including COMS, BAY, CS, LU, NT, and ASND. Many of the above had a much later start than Cisco in the data networking field. Cisco seems to feel they are pulling away from the competition. I feel the competition is starting to nip that their heels.>> not sure where this feeling of arrogance came from; if one looks at their strategy they are very much aware of competitions; listen and work very closely with customers. In each areas, target to be #1 or #2 position by either doing in-house, partnering or acquiring.

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