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Technology Stocks : Ascend Communications (ASND)
ASND 212.55+1.2%12:59 PM EST

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To: gbh who wrote (54402)9/18/1998 1:21:00 PM
From: The Phoenix  Read Replies (1) of 61433
 
Gary,

I think if you research the future data/voice networks - broadband delivery, you'll find that Cisco has a significant lead and a signficant advantage. This goes for both Cable and xDSL, and now wireless too, infrastructure. As the world moves towards IP over WDM the core products at ASND will become less critical in most traditional environments. HOwever, in ATM and Frame Relay delivery ASDN will apparently continue to rule. There target will therefore continue to be the service providers that are building networks for the business market.

OG
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