Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 199.63

-1.4%

Dec 18 3:59 PM EST

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To: John M. Baltz who wrote (1296)	11/19/1996 10:08:00 PM
From: Rishi Gupta	of 61433

John, There are two business for 56k modem: the client analog 56k modem which I doubt anyone is going to make a lot of money in the long term. The other one is the server side 56k modem. This will be mixed with the existing T1 multiplexer or ISDN PRI/BRI multiplexer. The conventional wisdom here is that companies who make this type of euqipment will enjoy high gross margins. USRX, ASND and many others all want to grab a piece of this business---when 56k protocol is added, this is an entirely new business, new product. And the prospect is mind-boggling---imagine 70 million V.34/56k modem on the client side for you to interface to !!! Rishi

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