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Technology Stocks : Ascend Communications (ASND)
ASND 217.17+0.3%Nov 18 3:59 PM EST
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To: Kent Rattey who wrote (47601)5/28/1998 12:55:00 PM
From: The Phoenix  Read Replies (3) of 61433
 
Kent,

Not sure what you mean but CSCO's RAS did kill ASND in the RAS market. Asnd has been taking on the chin there badly. Now CSCO claims to have the next generation (their fourth) ATM products - both edge and core.... This is the market that ASND fled to after being pummeled in the RAS market. So, yes, I think ASND investors should be concerned. We should understand what these CSCO ATM products are (which we'll find out more about soon), and how they measure up.

Note that about a month ago I mentioned that CSCO has to be cooking up something given that they have had no major announcement coming out of their StrataCom division in ages. I think this is what they've been working on. To ignore these products and CSCO as a viable competitor in the ATM backbone space is a mistake I think.

OG
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