SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ASCEND 1997 : The reasons why it will descend.
ASND 201.60-1.0%Oct 31 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LEUTHY who wrote (87)1/28/1997 11:58:00 AM
From: Dee Jay   of 122
 
here's the hole in your logic - as the established leader, with a sizable installed base by Q3, Ascend will be in the position of dictating price. Sure CSCO has deep pockets but Ascend will have sufficient economies of scale by virtue of volume production on GRF400 and TNT that it can decimate late entrants (after 3 months you are LATE in this business) by undercutting their prices with products that have been doing the job for quite some time.
Dee Jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext