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Technology Stocks : Ascend Communications (ASND)
ASND 199.63-1.4%Dec 18 3:59 PM EST

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To: Sector Investor who wrote (38325)3/8/1998 12:01:00 AM
From: blankmind  Read Replies (2) of 61433
 
sector, i am truly disappointed with your answer. no set time frame. you have not turned into an analyst from montsec ("i see possible market volatility")?

now to discuss your interesting quote:

Before Corporations will really open their pocketbooks for more powerful and capable PCs, they have to upgrade their networks significantly. - si

outside of engineers and developers, how many corporate workers need more bandwith? the vast majority use the pc for mundane tasks. i believe we will be waiting for the nt/95 merge until the next mass waves high end pc buying/replacement. at the earliest, year 2001.

i still have not seen anyone upgrading desktops to fiber or fast ethernet, the mode still seems switching and the servers and printers receiving the fast connections.

We see this core infrastructure upgrades beginning to occur now. - si

in what way do you see this beginning?
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