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Technology Stocks : Ascend Communications (ASND)

ASND 209.15

-1.5%

Nov 20 3:59 PM EST

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To: polarisnh who wrote (42980)	4/8/1998 9:00:00 PM
From: Joseph Colombo	Read Replies (1) of 61433

<<Mary Meeker is assuming that the major carriers will be expanding the Internet backbone fast enough to relieve the existing bottlenecks, support the doubling of Internet every 3 months, as well as, provide more than enough bandwidth to support all of the new full-motion video applications that are appearing every day? I don't think so!>> Steven, Can you imagine what will have to happen to the backbone of the Internet when everyone at home has a cable modem or x.DSL. A few months back INTC,CPQ,MSFT RBOC's (and a few others including AWRE) said x.DSL by Christmas 98. What a bottleneck. Things may get slower before they get faster. These next two to three years will be like railroads last 1800's. It's a new frontier. Joe

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