Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: jach who wrote (52622)	8/24/1998 12:31:00 AM
From: Kent Rattey	Read Replies (1) of 61433

It is interesting that you are long CSCO, and a ardent FORE long. I guess FORE isn't faring so well in the LAN against CSCO so you joined them, and now your hoping they can make a splash in the carrier market. Of course, CSCO and LU will take ASND's RAS business, FORE the carrier business with the 4000 as you hope on the FORE thread and then it's into LUcy's warm and tender arms. ASND's just going out of business I guess. "4000 competes with 500 and 550; not likley for both as lu already has pretty good footholds in access concentrator as well as ATM switch; if it happens more for mkt opportunity and fore is a better fit as lu can gain quick mkt penetration into many large enterprise customers and broadens their mkt presence quickly in the data arena". DREAM ON......

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