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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: MMW who wrote (61029)5/13/1999 1:02:00 AM
From: Techplayer  Read Replies (1) of 61433
 
Mike,

there will be IP core business. So far, the majority of the customers have indicated a strong commitment to remain with reliability. Of concern to my other investment, CSCO, is the emergence of products from Juniper, Nexabit and Avici in the routing space. CSCO has its' loyal customers, but it appears that it could be pushed further and further from the core. If IP takes over the core, it will not be CSCO doing it unless they buy a competitive product.

Regards,

Brian
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