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

To: DX who wrote (22262)	11/10/1997 1:59:00 AM
From: Douglas V. Fant	Respond to of 61433

DX, Also FWIW there is a SI Thread entitled "Web Stocks" which ponders Internet-types of investments, and I thought that you all might like to see that at least one Internet Stock type likes ASND.... And I agree. I believe that everyone here is underestimating the growth of the Internet over the next few years. Sub-$1000 boxes with 56k modems just help accelerate that trend.... Now I won't predict what profit margins may be, but they won't be "unhealthy" to be sure... To: Benjamin D. Lunsford (4 ) From: Ron Monday, Sep 22 1997 9:25PM EST Reply #7 of 18 Benjamin, I have watched Onsale and Amazon pretty closely and believe they both will do well. Amazon has a more clearly defined product, whereas Onsale's marketing pitch is a bit more complex. I also agree Ascend is way oversold right now and is a bargain. The proliferation of internet circuits worldwide will lead to extraordinary market growth over the next five years for the networkers, but because of product and price, I believe ASND will do particularly well. Ron