Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry J. who wrote (29117)	1/1/1998 2:28:00 PM
From: hal jordan	Respond to of 61433

That is a good point about NTT Larry, assuming they will have major rollouts of xDSL. I'm very aware of ASNDs presence in the RBOC community through Cascade for Frame Relay and ATM. I just question the opportunity with xDSL. Pacbell purchasing several thousand DSLTNT portswith DSLPipes surprises me. Pacbell is part of the JPC, with only Alcatel as their DMT supplier. However, I still do not view ASND as having any kind of major stake in the xDSL RBOC game given today's environment. Remember US West threw them out for IDSL in favor of a Pulsecom IDSL solution. Hal

To: Larry J. who wrote (29117)	1/1/1998 2:47:00 PM
From: Jeff Jordan	Respond to of 61433

Larry, thankyou for responding. Market cap and industry position certainly are a key point. I like Alcatel's chips but they are still small time players. Until DSL takes hold Ascend is delivering next gen.products now. And I'm sure will be there with new cards/modules when xdsl is accepted. I believe we are talking about backbones here. Ascend is and will deliver new products in the very near future. Ascend has a track record with the large telcos and isp's and will continue to deliver quality products. I also expect more acquistions by Ascend. To me its also about timing. Ascend has been killed this year. It seems almost everyone is short term these days. Especially the funds, sentiment will be changing soon IMO. The fact is Ascend is well positioned for the next few years of steady growth. My experience tells me its easier to find the bottoms of companies than it is the tops. And this is the bottom! Jeff