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

To: PATRICK MCMONIGLE who wrote (22647)	11/11/1997 2:04:00 PM
From: mark alan rosenberg	Read Replies (3) \| Respond to of 61433

Patrick, Indifferent? The real take on ASND right now, is that CSCO and ASND are going head to head, toe to toe. We must stay real close to market share for each co.s products. Price discounting is OK as long as ingredient costs drop, thus opening margins. WHERE does ASND get supplied is raw ingredients for product, or where are the products built. If they are building in Taiwan or Singapore, devaluation in these countries will make products there a lot cheaper to build. Mark