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: Mighty Mizzou who wrote (59669)	2/2/1999 7:47:00 PM
From: The Phoenix	Read Replies (1) of 61433

Mighty one. Well I'm not sure I would declare victory. I don't think there ever will be one....we all will live or die by the success of convergence. CSCO nor LU are going away. One point I will make however is that Cisco beat the street EVEN THOUGH they had slowing corporate sales. This would seem to indicate that they are making that loss up somewhere? Hmmmmmmm. AND, if the enterprise customers begin picking up again (1/1/2000) AND Cisco is penetrating the SP market AND LU is still feeling the pain of churning circuit switch revenue into packet based revenue....hmmmmmmmmmm I think it gets very interesting. Good luck my man... OG

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