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

To: Glenn D. Rudolph who wrote (29947)	1/11/1998 12:53:00 AM
From: blankmind	Read Replies (2) \| Respond to of 61433

1. i do not believe this is the year for dsl. i always think of isdn, and all the years it was pronounced as the year of isdn. dsl will face the sam hurdles as other technologies face during their rollout, mainly phone company and regulatory interference and delays - pricing, delivery, connectivity, compatibility,.... 2. wstl has the technology, adsl, radsl, hdsl,... 3. wstl has been forming partnerships - amritech, lu, gte, txn, bt to bring its products to market. with more coming. 4. board of directors - excellent ties to the telecom industry 5. senior management - also impressive ties to the telecom industry (although i am not impressed by the new ceo) 6. amtx to pay 15 million to wstl because of cancellation of a merger agreement, where amtx goes to txn. with only 15 million shares of wstl, this will provide a boost to the price of wstl upon completion and provide money for r&d. 7. agreement to develop next gen of dsl with txn. i see this as a company with the technology, the talent and the right agreements to expand into dsl as it emerges. they are not just a u.s expansion, but into europe and asia. i do not take exception to pair, i use to own it, i just believe that wstl today provides an exciting opportunity for a smaller player that is moving up and has the potential to capture a large share of the dsl market as it develops due to its size, contacts and mgmt.