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Technology Stocks : Ascend Communications (ASND)

ASND 213.36

-3.3%

Dec 15 3:59 PM EST

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To: Dennis R. Duke who wrote (38203)	3/7/1998 7:23:00 AM
From: scott maragioglio	Read Replies (2) of 61433

Dennis, What this is all about is the end of a 2 1/2- 3 year corporate upgrade cycle. The introduction of Windows NT kicked it off, corporations dumped 486's running 3.1 (which at the time was 80% of all pc's). These corporations then went out and bought high end pc's to stick on their desktops and hope the technology holds out 5 yrs so they can totally write them off. This gave the PC industry a dream scenerio, high unit sales of the highest end products. Intel saw 65% gross margins and the box makers finally saw some gross margin expansion of there own. This cycle is over, the next step is to get high internet bandwidth. After this is avaliable we will see another high end pc upgrade cycle.

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