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

To: Lee Martin who wrote (22204)	11/9/1997 6:10:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 61433

Since the x2 modems aren't selling well, apparantly consumers are making the choice to stick with what comes in their box. Lee, I want it clear I am far from short ASND and for that matter COMS. I am long both. You have a valid point about the increases in the need for ports. The two local dial up ISPs need more ports. I do not know what the percentage is comparing x2 to 56K flex. I was wondering how you were certain the x2 modems were not selling well. The increase sales of sub $1K boxes will increase port demand even though these boxes do not standard with a modem. The buyers of these boxes will buy modems. That will be good for ASND but I still do not see that the x2 modems are not selling well so just wish to know the source of this information. Glenn