Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 198.53

-1.9%

2:02 PM EST

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To: (no name provided) who wrote (1547)	1/7/1997 11:11:00 PM
From: larry d starnes	of 61433

Shiva at $1.1 billion cap rate is not a major player compared to ASND and CSCO, or as you mentioned, MOT or HP, i.e. the shiva tail isn't going to wag the dog. I am also experiencing continued increases in equipment sales to the ISP's, not a downturn. I intentionally never sold Shiva. ASND and CSCO are the winners long term from my vantage point and the pie is only getting bigger through the year 2000 according to all projections I have seen from vendors, and those independents in the business of projecting industry growth. With ASND having 28 of the top 30 ISP's as customers, it will take more than a shiva downturn to make that infrastructure tremble.

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