Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: The Phoenix who wrote (60503)	3/31/1999 2:38:00 PM
From: Mighty Mizzou	Read Replies (1) of 61433

it's difficult to justify spending almost $200M on an intenal network (Home Depot) if it's going to be technologically absolete in 3-4 years. 1. This system is tried, tested, and proven technology that is guaranteed to work reliably right out of the box so HD doesnt have to sit around waiting for the techs to iron out the eventual kinks. 2. The new data stuff evolves so quickly it makes itself obsolete every two years, thus making the circuit obsolescence a non issue. 3. Even if $200 mil is a lot, they are probably getting a hell of a system. And service and support out the wazoo, something your CSCO doesnt always think about. CSCO could provide a system half as big, twice as fast, half the shelf life, and 1 yr. s&s, for twice the price. Ahhh, but shareholders, it's digital! New World, man! Sheesh... GO ASND!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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