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Technology Stocks : Ascend Communications (ASND)
ASND 210.01+1.7%Nov 26 3:59 PM EST
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To: Mighty Mizzou who wrote (55124)10/2/1998 3:07:00 PM
From: gbh  Read Replies (2) of 61433
 
MM, neither INTC or DELL (especially DELL) will buy COMS. For INTC, too many anti-trust issues with NICs and low end hubs.

In networking and graphics, INTC has acquired where it made sense in order to boost the end users need for CPU bandwidth. Their only desire is to keep the market salivating over 450, 500, 550, etc CPUs. This is where their margins are. I can't see them having any desire to go up against CSCO et all in the mid to high end of the enterprise where margins are eroding for all except CSCO.
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