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

To: Lee Martin who wrote (22147)	11/9/1997 1:24:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 61433

lee, let's figure this out. asnd is lowering prices and this hurts asnd. since asnd is lowering prices this allows cisco to do even better. hello? asnd's problems either aren't problems or all of networking is in trouble. you can't have it both ways and be grounded in reality.

To: Lee Martin who wrote (22147)	11/9/1997 1:50:00 AM
From: bigpicture	Respond to of 61433

ya...I'm not the amazing balding JJ Cramer...if you care about my opinion though it is pretty well thought out.. Currently trading near term at fair price...over the next two quarters I see no negative suprizes (ASND is intent on driving down analyst expectations...this has already started) Becausse they sell into a limited customer base, I would expect any contract with an RBOC for they're GRF could potentially be a 200MM+ deal a potentially big positive wild card...RAS will hurt them temporally (lot's of good competition coming into this space, too much of their % of revenues short term...60% last year?) Voice over IP will be as big in the media, and to revenues as the internet has made this space grow since '94... TNT2 will re-ascert their dominance in RAS Definatly a takeover candidate...(past posts name my list of buyers...) this should give them a premium over they're quarterly p/e ratio Potentially positive wildcards...: Biggest is a standard on 56k... GRF deployment... TNT2 announcement acqusition further acqusitions between the Datacom and Telcom space Announcments of new products from the combined CSCC & ASND (THIS SPACE IS CONVERGING QUICKLY!) Agknowledgement by the RBOC'S that they need to enter this space earlier than normal TELCO time... High profile wins Negatives that could affect them they really have been shipping RAS product to an empty CSCC wharehouse lack of solid integration (between CSCC & ASND ) of voice and data products to address this upcoming exploding market TNT2 being vaporware UUNT defection, or loss of major customer base loyalty internet is a fad...hahaha voice over IP gets held up in legal tangles with established TELCOS (doubtfull) margin erosion in core product lines (would be a short term issue...) Just can't integrate the two culters (CSCC & ASND) can you say BAY et al? stupid acqusition... Mory can't handle the jump from start-up to maturing company, into the 'big-boys' space... INTC, NT, LU, makes an aggressive push into this space without them... I'm sure there are are other issues possitive and neggative that could be added, just that these popped into my mind right now (give me a break it is 1:00 a.m....) Maybe a new ASND thread is needed called POS + NEG's of ASND...