Ascend Communications (ASND) Message Board

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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 (55137)	10/2/1998 5:24:00 PM
From: gbh	Read Replies (1) of 61433

MM, COMS owns the NIC market with about 50% market share. INTC is second with 30-35%. Everyone else fights for scraps. Much the same, although not as severe, for low end hubs. I do not believe LU wants COMS. Too much low margin and enterprise product. LU needs to win in the carrier space (data, not voice) before they can even attempt to fight CSCO in the enterprise area. If LU falters in the area they know best (carriers), CSCO will takeover this space too. Buying ASND gives them the data networking edge (both technology, and customer list) they need to fend off the ever stretching CSCO. And the carriers area is where everyone sees the major growth over the next few years. Re: CSCO the last couple days, I should have bought today as I think they may have bottomed intraday. I exited at 99 pre split on a large position after holding for 4 1/2 years. This a company one must own before all others in networking. Like DELL in the PC space, and MSFT in software. I will probably start buying CSCO under 55 again. I think their Q, like ASND's, is in the bag. BTW, great trade today on ASND. Gary

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