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To: sepku who wrote (12508)2/17/1998 4:03:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Style,

Good article. It is interesting to note that Ascend is undervalued in comparison to Cisco. I'm long on both but longer on Cisco. The only thing that concerns me about getting in deeper with ASND is that Cisco has been targeting ASND heavily. This is not to say that ASND will not succeed - only that I'm not sure I want to bet any more of my portofolio on them. Even so, thanks for the article...it was most enlightening - the fact that ASND is refocusing their business on the ATM piece and less on RA is VERY interesting and a fact that I was not aware of.

Gary