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Technology Stocks : Ascend Communications-News Only!!! (ASND)
ASND 217.17+0.3%Nov 18 3:59 PM EST

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To: Sector Investor who wrote (1422)5/4/1998 9:39:00 PM
From: Maverick  Read Replies (1) of 1629
 
ASND at H&Q Conf.
Although well attended, this presentation didn't give much new information. Dominated by a Q&A format
from one of the H&Q analysts, the questions seemed like softballs, and the answers were vague. A big
disappointment for many managers and for us. Interviews on CNBC are tougher than this one. The only
items of interest to come out were the statements that Lucent is a "strong competitor" in the low end for
them and Cisco is a strong difficult competitor in dial-in products. A new product coming down the line is
"voice-over" capability for their existing ISP customers. This means Internet Service Providers can add on
to existing Ascend products and bring voice-over-the-Internet capability directly to the end-user. This
exciting prospect may mean you can talk over the internet with your PC microphone and speakers as part of
your normal Internet access service sooner than you think. From Briefing.com
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