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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: blankmind who wrote (38330)3/8/1998 10:51:00 AM
From: Sector Investor  Read Replies (1) of 61433
 
<<sector, i am truly disappointed with your answer. no set time frame.>>

Blank, what do you want, an exact timetable? Not from me. I did say these cycles would lag a year or so, IMO, so:

1998 - year of beginning of major Internet core upgrades
1999 - year GE booms
2000-2001 year of next major desktop upgrade cycle?

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

outside of engineers and developers, how many corporate workers need more bandwidth? 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. >>

Blank, I did say it would take things like Video conferencing, Multimedia E-Mail, E-Commerce, FAX, etc. before the next major enmasse upgrade - did you miss this?

<<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.>>

I have, but not a lot, yet. - but we are in agreement here?

<<We see this core infrastructure upgrades beginning to occur now. - si in what way do you see this beginning?>>

Blank, you have to be seeing the Williams move, the AT&T upgrades, the big market for ASND's CBX550 OC-48 switch? You don't think this is beginning? I do. I don't know what else to say.
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