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: The Phoenix who wrote (59984)	2/17/1999 10:50:00 PM
From: Ingenious	Read Replies (1) of 61433

Actually, if INTC, MSFT, DELL GO DOWN; ASND (and CSCO)MUST GO UP For now, competition in the PC space will drive costs down for PC and net-ready devices so that everyone will access the net and bandwidth utilization will go .... UP UP UP!!!. So the lower the cost for PCs and other net access devices go, then more people can buy the computers and the more ASND/LU and CSCO boxes will be sold. It may take a while, but some smart analyst will start talking to their techies and figure out what is really going on. Computers are pretty much household appliances now. A company called "Emachines" in Milpitas, CA. is starting to sell $499 and lower PCs at Costco. THAT IS CHEAP!! More people, more bandwidth, more ASND/LU and CSCO. IMHO Leland

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