Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.5%

Nov 21 9:30 AM EST

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To: The Phoenix who wrote (58520)	1/8/1999 6:39:00 PM
From: Bindusagar Reddy	Read Replies (2) of 61433

Gary, I am still a believer that real money is to be made in building the core of the network whatever may be the method of accessing the net. Right now stock market likes CSCO. That is only short term. Real winners are often ignored by the markets. Even Mr. Chambers agrees with this. He says if not CSCO someone else will do it. I am believer that market has bad habit of missing the winners and realize very late in the game. ASND is executing their CARRIER strategy very well. CSCO and its shareholders continue to think that they are in control and ASND executes silently and suddenly become darling of the street. At the end there is room for everybody. I firmly believe that CSCO enterprise products are at the satge of getting COMMODITIZED this year. If that ever happens nobody will talk about CSCO as though it doesn't exist. Enjoy the ride. BR

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