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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: Jeff Jordan who wrote (37136)3/2/1998 8:53:00 PM
From: Sector Investor  Read Replies (2) of 61433
 
INTC is moving primarily into enterprise networking. They will be stong competitors to CSCO, BAY and COMS in this arena. Against ASND they look like they will compete on VPNs. But ASND's main markets are to Telcos, CLECs and ISPs. How does this hurt ASND?

Or are you saying that the market can't tell the difference?
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