Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.55

+1.2%

12:59 PM EST

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To: Sector Investor who wrote (35805)	2/22/1998 2:38:00 PM
From: sepku	Read Replies (3) of 61433

>>>Their routers were king before switches started coming on strong 3 years ago. Now they are threatened. The street loves them, but I think they are way overpriced. With a weak Q1 coming up, they are vulnerable.<<< I believe that ASND, COMS, and a few others, have a very important advantage against CSCO that counters its vast resources and economies of scale. CSCO is still dragging its feet on switching so as to not cannabalize its bread'n'butter router sales. I think this may play some part in why the company is so slow to get new products out the door? If anything, this gives the competition a key opportunity to entrench themselves in new markets and on the leading edge of networking technology. Style Pts.

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