Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.29

-2.2%

3:59 PM EST

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To: thebeach who wrote (47597)	5/27/1998 11:37:00 PM
From: djane	Read Replies (2) of 61433

beachman, what's the deal with the pessimism? ASND has great new products right now. For competitive reasons, many customer decisions are being made right now, not in late 1998 and early 1999 when LU and CSCO products are expected (vaporware for now) -- a full year behind ASND. Is everyone forgetting about ASND's excellent installed base in large carriers and ISPs in the US, Europe, Japan, Taiwan, China and soon in Latin America? As someone on the thread pointed out, it's very difficult to retrain personnel and displace existing vendors as long as they are executing and are pumping out next generation product. djane

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