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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: Bindusagar Reddy who wrote (37699)3/5/1998 1:35:00 AM
From: Gary Korn  Read Replies (3) of 61433
 
There is a PARADIGM SHIFT IN TECHNOLOGY FROM "INCREASING PROCESSOR SPEED TO INCREASING BANDWIDTH." . . . 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.

BR,

I could not agree with you more. Every day, it is becoming increasingly more apparent to me that bandwidth is the big problem, and it is a problem that RBOCs, CLECs, and others are furiously aiming to resolve.

Beyond what we already have (and cannot download fast enough), killer apps (video on demand, videoconferencing) are just begging to be deployed. They are extremely doable with existing processing power and they work great within a LAN. But go to the WAN, and forget it (at least on a cost efficient basis).

Even though the processing power exists, the bandwidth link between remote sites is absent. And it is the absence of a sufficient link that is becoming more obvious every day.

Put your money into what everyone wants. A few years ago, everyone had to have Nikes. Now, more and more people just have to have bandwidth. I know I would kill for more bandwidth. Therefore, I'm putting my invesment dollars into this product.

It's late, so I'm not being very articulate, but your post really set me off. Good job BR.

Gary Korn
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