Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 217.17

+0.3%

3:59 PM EST

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To: gbh who wrote (47664)	5/28/1998 2:51:00 PM
From: The Phoenix	Read Replies (2) of 61433

Gary, Hmmm, well this time I think you're wrong. True ASND purchased a good company in Cascade and they have done well with it. but this was out of neccessity not out of strategy. They had to make do with what they have and the RAS market wasn't cutting it for them. On the other hand STRM wasn't nurtured as well as they could have been by CSCO, but a lot of that had to do with their incredible ability to grow faster than the market in traditional layer 3 markets. However, the one thing CSCO did want to do was to take it to ASND, that's why they focused on the RAS market - that was ASND's bread and butter. ASND has done an excellent job and moving their business into the backbone - leveraging the CSCC produts. CSCO apparently isn't done with ASND and so now they are pumping funds and efforts into the STRM division. They are trying to put the squeeze on ASND. I think this is indeed something to worry about. As a holder of both ASND and CSCO I'm concerned about ASND. Their product line is so narrow that if they get hit bad on the backbone they have no way to recover. That could hurt valuations significantly - just one bad quarter and we're in the low 30's again. OG

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