Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: FUZFO who wrote (40515)	3/22/1998 9:27:00 PM
From: jach	Read Replies (1) of 61433

ASND can take advantage of the early leads in RAC and ATM switch market. In the networking arena, especially more so in the carrier and SP sides, products announcements and actual products working are two totally different worlds. Products typically take about two yrs to get to a real maturity if it does work as advertised. All these announcements, LU+Livingston, NT+just announced Aptis, and csco new RAC will all need time to get into actual deployment. ASND is already tried-and-true for many yrs. So, these announcemnts should not be a problem for a yr or so for ASND. If ASND can counter with proper products and price incentives it can eliminate these newcomers from gaining any significant foothold. IMO, ASND at 31$ something, has limited downside risk, the upside potential far outweights the downside risk.

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