Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Gary Korn who wrote (37691)	3/5/1998 1:25:00 AM
From: Bindusagar Reddy	Read Replies (1) of 61433

Gary, There is a PARADIGM SHIFT IN TECHNOLOGY FROM "INCREASING PROCESSOR SPEED TO INCREASING BANDWIDTH." I was browsing through Briefing.com. They think that INTC problems should not affect Telecom and networkers. I felt all along that the next 5 years is the NETWORKING AND COMMUNICATIONS AGE. Past 5 years was PC AGE( DELL). This latest development of popularity of low cost PCs only increases bandwidth demands. ASND may be the next DELL??. Wall street may not realize this immediately, but they will eventually see it and reward them appropriately. Another analogy is like having 50 million cars sold to consumers with limited highways. It doesn't take genius to figure out that we need more freeways and intersections etc. Add explosion of millions of cheap small cars to the system, they need even more freeways (BANDWIDTH). I am not an engineer, but think logically and objectively. Buying leading networkers and Telecomm infrastructure builders is a no brainer. Smart investors should take advantage of market's inefficiencies and buy future companies when street treats them all alike. Regards, BR.

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