Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 3:59 PM EST

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To: Techplayer who wrote (61037)	5/15/1999 1:01:00 AM
From: MMW	Read Replies (2) of 61433

Brian, A couple days ago, the CEO of UUnet made a comment about internet bandwidth demand is like double every three to four month. The ATM network does not scale well. They really prefer IP solutions. It seems to me the market opportunity on new voice, video, and data integrated high bandwidth IP network is tremendous. Question is who would be positioned well enough to take full advantage of this opportunity. The trick for us is to find a potential winner for capitalizing on the opportunity. Cisco and Juniper both are well positioned. It is an opportunity for ASND/LU as well. I think they recognized the potential, but they had made huge investment in the ATM core business. It is hard for them to turn around at this point. This is just my opinion. Cheers! Mike

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