Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.52

-1.2%

Nov 25 3:59 PM EST

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To: The Phoenix who wrote (60171)	2/26/1999 1:21:00 PM
From: Techplayer	Read Replies (2) of 61433

Gary, Do you see the downgrading of the box makers more a sympton of price wars rather than a slowdown in unit output? The Dell CC specifically mentioned that the shortfall in revenue could be attributed to a lack of pricing competitiveness with the low end of their product line. (I believe that they said that they seemed to ignore this piece of their market). If this were the case, the need for bandwidth would increase and be good for CSCO aand LU. Also, regarding the ASND/ALA relationship, it would appear that the change in relationship is not a case of inferior product but more that ASND was acquired by what could be termed a formidable competitor as LU expands it's international presence. I am not fully aware of the details, but on the surface this would seem to be the case. Any thoughts on this would be appreciated. Brian

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