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Technology Stocks : Ascend Communications (ASND)
ASND 212.29-2.2%Nov 19 3:59 PM EST

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To: Sector Investor who wrote (36794)2/28/1998 3:45:00 PM
From: blankmind  Read Replies (2) of 61433
 
Where would ASND be right now (pricewise) if they HADN't purchased CSCC? - sector investor,

it depends. would asnd have focused more acutely on not losing ras market to such companies as coms and csco and would asnd have been focused on producing quality equipment? the ras market has not shrunk, but is growing, and will continue to grow, just asnd's portion of the ras market is not growing.

if asnd had focused on ras, and still lost the same market share, then the stock would be significantly lower than it is today, possibly in the teens.

did the cscc acquisition cost asnd focus and market share or was the cscc acquisition fortuitous because asnd could not keep up with others in the ras market?
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