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


To: sepku who wrote (36447)2/25/1998 9:26:00 PM
From: Sector Investor  Read Replies (2) | Respond to of 61433
 
Lets see: A few big inflection points that come to mind are:

1) Internet telephony (impact to Telcos)
2) Internet based retail sales (impact to retail malls, etc.)
3) Videoconferencing (Impacting airlines and commuting to cities to work)
4) Y2K companies after Y2K
5) Routing being replaced by switching (impact to CSCO [couldn't resist!] )