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

To: David Lawrence who wrote (24432)	11/22/1997 10:53:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 61433

<<Talk about denial. Sheeesh!>> You demonstrate that perfectly. What do they call a man: with two eyes and cannot see? with two ears and cannot hear? An X2 supporter. If you aren't convinced now it will be perfectly clear in a few more months. I went to the store recently to replace my broken X2 modem. There were lots of X2s on the shelf and I had to hunt for a K-flex PC-Card modem. I asked the salesman why that was, was K-flex not selling? He said "NO, we keep selling out of K-flex as fast as we get them." From another source I heard that people have been returning X2 modems because their ISPs support K-flex. The writing is on the wall.

To: David Lawrence who wrote (24432)	11/23/1997 9:13:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 61433

david, kflex will win this war with x2. maybe, just maybe, in spite of asnd. but it will win. the hottest box growth sector is sub $1k and none ship with x2. NONE. ibm has an awsome box for $999 that will sell like hotcakes that has 56k flex. cpq and dell will have to match or lose market share. so will muei and gtw. they will not choose the more expensive x2 modem. so, when all their potential customers have 56k flex, will they not buy 56k flex at the isp or will they watch all these new computer buyers flock to those that will? my guess is the former.