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

To: Sowbug who wrote (32323)1/28/1998 8:28:00 AM
From: Gary Korn  Read Replies (1) | Respond to of 61433
 
Cramer sez on CNBC: Tech is alive again. But not box components, just (a) companies who have figured out how to make money off the Internet, and (b) companies solving the bandwidth problem.

ASND is (b), right?

Sowbug,

On core switching, ASND is kind of a derivative of (b). Cable modem, DSL etc. solves bandwidth from consumer to ISP. The greater bandwidth demands greater core switching, and ASND has about 25% of that ATM core switching market. (Incidentally, we also need more raw fiber or more transmission capacity on existing fiber, which entities like QWST and LU are supplying).

Gary Korn



To: Sowbug who wrote (32323)1/28/1998 9:05:00 AM
From: Bald Eagle  Respond to of 61433
 
Yeah, but he specifically mentioned CSCO. I guess he wants to sell some of his holdings in CSCO:-). I'm just a skeptic. Maybe I should short CSCO. Oops, forgot, I don't short.


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