SI
SI
discoversearch

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 205.50-1.5%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bindusagar Reddy who wrote (52567)8/22/1998 11:37:00 AM
From: jach  Read Replies (2) of 61433
 
<on't care what LU does, ASND fundamentals are improving greatly. They will do well by themselves>

of asnd two key mkts, RAC and core ATM switches, RAC is not going that well, csco is taking over and 3com is also coming pretty strong, not to mention LU with their portmastr 4.
up till now, the 500 and especially 550 has advantages and did well and that saved asnd going to the teens last two qtrs; in my previos posts, was mentioned 550 has advantage for about 3-4 qtrs and now csco with thier new TGX and MGX switches will strongly compete with 500 and 550; advantages for TGX and MGX is that they are also core + multiservice edge which asnd lacks in the edge area; imo, from this point on asnd will face tougher times
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext