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Technology Stocks : Ascend Communications (ASND)

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To: blankmind who wrote (38373)	3/8/1998 12:51:00 PM
From: Sector Investor	Read Replies (1) of 61433

<<no i caught it. - fax servers have been around to long to need to upgrade, 486's would work fine for the technology. I would agree with this, but the platform (Win '95 or NT) demands more. - multimedia email, and for what? and what do you propose will be in this email? video and audio? That and pictures and graphics too. While websites contain most of the graphics today, E-Mail has remained mostly text. My point is that E-Mail will continue to evolve just like browsers have and will continue to require more bandwidth. - e-commerce - why would i need a heavy duty pc for this? - video conferencing - this is more software and bandwith issue. you do not need the latest pentium.>> Blank, any one item won't do it, but multiples will. I should also add enterprise level applications as another bandwidth grabber of the near future. <<we need ms to release another bloated operating system followed by there usual slow and bloated office products, which require a fast machine so the products can respond at a reasonable rate. >> Will Windows '98 be bloated enough for you? <<unfortunately the williams contract and the current infrastructure improvements are attempts to just keep the internet moving and trying to stay ahead of demand (hence the term World Wide Wait), as we have more and more people joining. the current upgrades will prove to be inadequate if the 56k and 28.8 users moved to a high speed technology.>> No, I don't see it this way. The Williams move is more than that - it is a grab for business away from the slower moving telcos. It looks like the Telcos are waking up to this and will respond. This will go way beyond simply adding bandwidth for 56K modems. IMO this is the start of a major upgrade cycle, which as I said before has to occur before Enterprises feel pressed enough to begin a similar cycle.

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