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Technology Stocks : Ascend Communications (ASND)

ASND 220.42

+4.9%

Dec 12 9:30 AM EST

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To: Dennis R. Duke who wrote (38203)	3/7/1998 11:15:00 AM
From: Jeff Jordan	Read Replies (1) of 61433

You know I just noticed the ascend quote under the posts? Cool, how long has that been there? Maybe that was the first post short enough to see it?<g> Could the Intel order slow down be related to the CPQ type OEMs going to JIT rather than pipeline stuffing inventory models? Could Intel's order slow down be AMD K-6's are actually being used, and Cyrix (owned by Nat'l Semi) chips replacing Intel's in the midline CPQ gear, as was announced in the WSJ a few weeks ago? It has always been my opinion this is why Intel came out with the P2 design. So, it couldn't be quickly copied. When competition remained high they had to lower the price. I really like the K6, I use them in my machines. I plan to upgrade my K6/200 to K6/266 very soon. Jeff

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