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


To: Glenn D. Rudolph who wrote (36874)3/1/1998 5:58:00 PM
From: sepku  Read Replies (2) | Respond to of 61433
 
>>>Would this not also be dependant upon the performance of Cascade?<<<

That's my point. I'm not sure if Blank's comparison was serious or not, but if so, I can't see the parallel. ASND's CSCC division's business is booming...Apple's PowerPC biz is bust (look at the market share that continues to bleed).

In the face of competition the likes of Dell, CPQ, and GTW, in the PC market, I cannot see how the average consumer will be swayed to purchase a MAC/PC hybrid. The PowerPC has no visibility, not to mention a consumer interested in a MAC these days will probably go all out and purchase a pure MAC machine. Unfortunately, MAC enthusiasts have become a sterile niche in the consumer gene pool that is unable to multiply to maintain the species. If this continues, the only course is extinction.

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