Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.5%

Nov 21 9:30 AM EST

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To: Mike Houston who wrote (43022)	4/9/1998 1:19:00 AM
From: Stewart M. Swenson	Read Replies (2) of 61433

ASND and CSCO are arming and preparing for a battle-royal in relation to controlling the hearts and purse strings of the major business oriented ISPs regarding VPN technology and product offerings. ASND has the early lead and inside track, while CSCO has the (MSFT style) resources and market intimidation. IMO, this will be a long and bloody war with short term victories and defeats. Long term, its difficult to predict the outcome.

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