Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: John Meares who wrote (58866)	1/12/1999 9:10:00 PM
From: bucky89	Read Replies (1) of 61433

IMHO only, CSCO stock is overvalued. Especially now that they have very serious and strong competition from LU/ASND. I also a feeling that CSCO is slowing down. Just possibly, they will hit a wall one day since their main market (enterprise customers) may slow their spending at some point. I do not think LU will buy COMS. Too much product overlap anyway with RAS and all the switches they already have. I think FORE, Newbridge and COMS will be bought by someone, perhaps by Alcatel, Siemens, or Ericsson. The front lines have been drawn for the coming data/voice telecom war. I think LU/ASND has a very good position. bucky89

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