Ascend Communications (ASND) Message Board

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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: Joseph Colombo who wrote (42985)	4/8/1998 9:26:00 PM
From: polarisnh	Read Replies (1) of 61433

Joe, That is my point exactly! The build out of the Internet is still in the very early stages. Ms. Meeker is a little naive if she thinks that the carriers will be caught up with utilization next year. The onslaught hasn't even started yet. I work with LAN/WAN traffic analysis and believe me when I say that Internet traffic is doubling at least every 2 1/2 to 3 months. Are the carriers deploying equipment at rates like this? I think you know that answer. If you want to retire early stick with the players like ASND, CSCO, CIEN, LU, NT, WCOM, T, CWP, and similar story stocks. This telecom revolution is only in the 2nd inning to use a baseball analogy! Cheers, Steve

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