Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.38

-2.2%

3:59 PM EST

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To: The Phoenix who wrote (51475)	8/3/1998 5:02:00 PM
From: Mighty Mizzou	Read Replies (2) of 61433

I see ALOT of very significant enterprise wins for CSCO but Sprint is the only significant carrier that has publicly announced a plan for VOIP with CSCO. And I am dubious about the whole ION plan to begin with. Even Sprint left the door open in the PR rollout that "other" vendors would be involved in ION. As I see it 3COM will always have the bottom tier, CSCO will have the enterprise, and ASND will have carrier WAN. To me, carrier WAN is the top prize and I think (hope) you will agree that todays acquisition will bolster ASND's dominance in carrier WAN. I am keeping my fingers crossed for a good CSCO report tomorrow. Dont let me down!!! If CSCO stutters we're all doomed!

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