Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sector Investor who wrote (20007)	10/30/1997 8:59:00 PM
From: P2V	Read Replies (1) \| Respond to of 61433

IMHO - Ascend needs the BAY CURE -- A New Manager from outside the company. (EOM) MM

To: Sector Investor who wrote (20007)	10/30/1997 9:30:00 PM
From: Maverick	Read Replies (1) \| Respond to of 61433

Man, I love it. Reading this thread is just exactly like the BAY thread when it broke under $18 in March and the COMS thread when it broke support at $31.25 back in April! I got BAY in the $16s and missed the drop to $15. I bought COMS at $31.50 and missed the short lived fall to $23+. The company is no good, the products stink, the CEO needs to be replaced, CSCO is still the boogyman, the ANALysts and reporters have nothing good to say, and there "is a great wailing and gnashing of teeth"! Then is when I bought BAY and COMS and now is when I am buying ASND. No one can pick the bottom exactly, but close is plenty good. When sentiment changed, I sold BAY at $36 and COMS at $53+ within 4 months! I fully intend to do the same with ASND. Amen ! Actually, ASND is much more fundamentally sound that BAY and COMS when they were in the trough struggling with sequentially declining rev and losing market shares. CSCO's AS5300 doesn't ship until late Nov 97 or early Dec 97. AS5300 still doesn't match TNT's scalability, versatility, handling a wide variety of traffic, and dedicated traffic. Regarding speed, it's debatable as a real-life application would have a mix of traffic types (ISDN, analog 28K, 56 K, T1, FR, Ethernet, fast Ethernet...) w/ firewall SW turned on. It's more meaningful if an indepedent lab tests the TNT and AS5300 in this real-world config. The benchmark report concentrated on pure analog, then pure ISDN w/o firewall SW turned on was not realistic. The tester didn't report the SW version either. The latest SW would make a difference. Besides, ASND has many more prodcuts than just the TNT and entrenched relationship w/ ISPs, carriers. ASND starts making an inroad into enterprise by partnering w/ Bell south in converting enterprise NW into PDN-based VPN w/ FR at the edge. ASND also has had business w/ telcos as well. I see voice+data RAS and voice-over-IP gateway that can handle voice+data+fax fuel the growth next year.