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Technology Stocks : Ascend Communications (ASND)
ASND 209.15-1.5%Nov 20 3:59 PM EST

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To: djane who wrote (47746)5/29/1998 2:09:00 PM
From: djane  Read Replies (2) of 61433
 
"Ascend still leads remote access sales, growing its share to 30.9% from about 27.2% in the prior quarter."
-Cisco penetrated another market as well. Its share of the remote access market climbed to 24.1% from about 20.6%.
-Both apparently took business from 3Com, whose share of remote access sales slipped to 28.2% from 34.4%.

Observations
-Nice to see ASND increase its share in face of CSCO competition
-I would love to see the numbers on installed ports as we know ASND has the bigger carriers/ISPs
-These stats don't leave much room for LU/Livingstone share
-I wouldn't be surprised to see CSCO's RAC share remaining steady in the next Dell'Oro report
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