Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 217.17

+0.3%

Nov 18 3:59 PM EST

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To: George T. Santamaria who wrote (58503)	1/8/1999 12:15:00 PM
From: The Phoenix	Read Replies (1) of 61433

George, I mentioned this area months ago and everyone here laughed at me. The game is to fuel residential broadband - get more users on the network using more services and more bandwidth. Part of that game is fueling a "war" between tradtional CLEC/ILEC businesses and the CableCo's. ASND just doesnt get it. They sit back in the core and expect the business to come to them..... they don't know or haven't figured out how to CREATE the market. That's why CSCO is so strong. They go out and make the market rather than waiting for the market to come to the them...this is also why they are getting pumped up right now. They are being incredibly aggressive - ASND is NOT. OG

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