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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: Stewart M. Swenson who wrote (43031)4/9/1998 1:51:00 AM
From: Dennis R. Duke  Read Replies (1) of 61433
 
Would you agree with me that if a space is growing and big enough that there maybe plenty of business for both of them (CSCO and ASND). There has been for Personal Computers. Competitors like CPQ, DELL, GTW, DEC, HWP, and on and on, are competing in a space that has been big enough to support them all.

What is to say that the infrastructure of the new communications age is not as big a market with as many viable competitors all doing reasonablely well.

Dennis
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