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


To: Glenn D. Rudolph who wrote (25041)12/1/1997 11:55:00 AM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
<<Intel is much of a threat to COMS. Intel's networking line is very limited and is all commodity items.

As for the article, I do not believe it had much real content. However, being out a lot of money on COMS and ASND, I will take anything that will move the stock. Either stock. Preferably both<G>>>

Glenn, Intel has the capability to integrate not only modem technology (various flavors) but NICs as well on the Motherboard. I'm not saying this WILL happen, but it sure is a potential threat to COMS future revenue growth.