Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 207.04

+0.7%

Dec 8 3:59 PM EST

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To: jach who wrote (52572)	8/22/1998 5:58:00 PM
From: Gary Korn	Read Replies (3) of 61433

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 jach, I realize I may get roasted for this, but I agree. You've identified the problem with all technology leads -- they evaporate. AMD put pricing pressure on INTC (even with AMD's far more limited production capacity); LU etc. put pricing pressure on CIEN; CSCO etc. will put pricing pressure on ASND's products, even if they are great. Now, ASND has a wonderfully rich customer base and is expanding its tentacles with SRA (which may prove to be a move as good as CSCC). That makes it a solid company. Still, you should not ignore pricing pressures, which I take to be the essence of your point. Regards, Gary Korn

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