Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 206.52

-1.2%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Phoenix who wrote (50767)	7/30/1998 12:59:00 PM
From: garrick le	Read Replies (1) of 61433

Your points are valid. However,note that Stratus products are in a slow-growth, low-margin markets which is very different from ASND 's market. Moreover,currently ASND is using HP workstation/servers to do their SS7.They don't have a compelling need for Stratus product. They do have a need for enterprise market 's products which are those of XYLN or MRVC to complement their existing product offerings. Once they get XYLN 's technology,they can pretty much offer anything Cisco offers,only better :-)) Additonally,gigabit Ethernet is becoming a viable and popular alternative,thus XYLN would be a good acquisition,if ASND wants to remain independent.(A big if ,though) GL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next