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: Techplayer who wrote (61030)	5/13/1999 1:22:00 AM
From: MMW	Read Replies (2) of 61433

Brian, Let me start saying we are in agreement about the prospect of IP core development. I am a little surprise to see how strong and speedy the growth has been. Based on some publication, the estimation of this market segment is going to be 5.5 Bil market by 2002. I sort of discounting Nexabit and Avici's Teribit router. I think this just hot air not creditable. If people take a closed look the GFR and Packstar as an example, this is not too difficult to figure out. Again, only time will tell. I could be totally wrong. I still think CSCO is going to continue dominate in this area at least in this year, may be next year. We'll see about that when time comes. Cheers! Mike

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