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

To: Gary Korn who wrote (20590)	11/3/1997 1:41:00 AM
From: Ingenious	Respond to of 61433

Gary, CPQ and ASND seems the most likely of the most "recent" rumors. CPQ is finding stiff competition with the likes of DELL and others who have more or less perfected the mail/internet/phone order as-you-like-it pcs. Several months ago when DELL announced record earnings and profits CPQ responded by announcing steps to compete in the made to order pc market. They displayed new warehouse facilities to roll PCs al la DELL and Gateway 2000. Leaders in the computer industry, such as Scott McNealy from SUNW, have realized that the "network is the computer". Being a Unix bigot from way back, all good things seen on the PC today originally started somewhere in Unix (networking, windows, servers etc.) Hence, it is only a matter of time that processing on the PC as we know will become more network-centric. This will require CPQ and others to tightly couple networking features and physical hooks directly onto motherboards. CPQ and others in the PC business realize the PCs are not scaling to larger applications and need big pipes to deliver higher bandwidth and functionality (ie internet phones/video, sub and pub). Windows 95 does not scale and NT is too complex for the average user to wield. Yes, computers need networks (CPQ and ASND could use each other) however, networks do not always compliment other networks (ie COMS should not merge with ASND). IMHO Leland (Go ASND!)