Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.52

-1.2%

3:59 PM EST

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To: Bindusagar Reddy who wrote (60520)	4/1/1999 10:22:00 AM
From: The Phoenix	Read Replies (1) of 61433

BR, I think you missed my point. Duh..not a surprise. I own LU/ASND. If they can sell ice to the eskimo's that makes me happy. My comment was directed at Home Depot's boneheaded move for basing their wireless infrastructure on circuit switching. Even the carriers are slowing down their purchases of 4E's and 5E's because they understand that new technology will supplant these products. They don't want to be stuck ammoritizing equipment that's throw away. Home Depot didn't think this far down the road... But don't get me wrong... I'm not bitter, I just think it was a boneheaded decision. Perhaps $170M is a drop in the bucket to HD... IF so, then no harm done. As for LU/ASND, they are indeed a great franchise. Bought more today in fact. However, I'm awake enough to realize that I don't want to put all my eggs in one basket and that there are other technology and market leaders out there that will compete. OG

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