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To: Eric who wrote (11007)12/17/1997 8:50:00 PM
From: sepku  Respond to of 77400
 
>>>Duncan I concur with you about Ascend. Cisco will eat them alive in the next 18 months with the products I've seen coming up. <<<

What products are you referring to that pose such a threat to ASND in any of its four main market segments (RA/FR/ISDN/ATM)?

>>>If they are to survive they will have to be acquired.<<<

I believe they have all the means necessary to prosper on their own, providing they don't commit some huge blunder, like ignore the competition. But I would like to see them aquired -- my favorite suitor would be NT, that would be a powerful combination.

Style Pts.