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


To: Jeff Jordan who wrote (20519)11/2/1997 2:44:00 PM
From: Sector Investor  Respond to of 61433
 
No, I still disagree. There are many sub-markets here. ASND does not
have to compete with CSCO in all of them - just the highest growth
ones will do fine. RAS (especially carrier level), F/R, ATM, GE,
IP switch and Fiber Optics/ASICs to keep an edge over the competition, by
allowing higher speed and density, lower cost per port, etc.

ASND does not need COMS - someone prove to me why they do, if you can.
ASND could make other much better moves, IMO.