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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: Jan Crawley who wrote (40587)3/23/1998 3:51:00 PM
From: pat mudge  Read Replies (2) of 61433
 
Jan --

Thanks for keeping the thread honest. Thanks to Frank/NYC, too, for a first class apology.

As for all the worrisome remarks about who has what market share, I honestly believe no one company can produce all that's needed in the exploding telecommunications/datacommunications market. I also believe no one company is above making mistakes --- even Cisco. (Note they just bought their second DSL company and those close to the center say they'll have to scuttle the first.) Ascend's strength is in being small enough to be nimble and large enough to have presence.

There'll be more than one winner, but even knowing this, every time a contract is announced, there'll be a teeter-totter effect. Pass the Dramamine and buckle up.

Cheers!

Pat

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