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Technology Stocks : Ascend Communications (ASND)
ASND 202.96-2.8%Jan 9 9:30 AM EST

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To: Steve Lee who wrote (1370)12/12/1996 12:02:00 PM
From: adam rapport   of 61433
 
Most of the ISPs have had nothing but problem with the latest
ASND isdn routers. Dont take my word for it.... call up Internex
or Netcom .

With the onslaught or 56K modem on the horizon Not to mention
cable modems/ADSL modems, the future is real risky for ASND
whose golden goose todate has been ISDN.

With most of the modem palyers more savvy (USRX for one),
it's hard to see how ASND could do well in future qtrs.
Already, it missed its rev target for last qtr.
It's prob. gonna do ok for this qtr since the street has
revised down both its rev and earnings #.

this stock is a downright short long term largely because
56k modem and cable/ADSL modems will squeeze ISDN left and right
on thruput and cost.

ar
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