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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Narotham Reddy who wrote (19962)	10/30/1997 5:13:00 PM
From: Nick Takos	Respond to of 61433

The Wall Street gods are NOT smiling down on this puppy. However, this company was once (not too long) ago viewed as a leader in it's market. Actually both ASND a & CSCC were viewed as leaders. If i'm not mistaken, they STILL hold leadership positions in their respective markets. Which brings me to my real point. What do the folks on this thread believe ASND growth rate is moving forward vs. how fast is the market(s) ASND is in growing. Do you believe ASND will grow with the market (as fast or slower) And therefore, is ASND fairly valued at these levels, overvalued or a screaming steal. Being in the computer business, I can't imagine the momentum of the Internet slowing down. If anything it is growing in popularity throughout the world. If you subscribe to that basic theory, there should be plenty of business out there for vendors suplying equipment to ISP's and to the Telcos that will need to build (or expand) the infrastructure to handle the ever increasing traffic demands. The question remains, how much of this business will be captured by ASND vs others (CSCO etc...). Your thoughts ? Nick