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: hitesh puri who wrote (52679)	8/24/1998 5:22:00 PM
From: Bindusagar Reddy	Read Replies (1) of 61433

Hitesh, good analysis. CSCO primarily growing in the entreprise access. Largest ISPs, WCOM, PSIX, MCI, AOL Mindspring etc are not buying access eqip. from CSCO. Anyone care to comment, is it possible that they deferred some remote access revenues last quarter. That might artificially make them fall behind on the paper for that quarter only. If they comeback on top this quarter, deferred revenues make sense. I really think that major growth going forward will come from large ISPs upgrading to V.90 and VOIP equipment, that should swing the pendulum ASND's way next two quarters. BR

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