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

To: scott maragioglio who wrote (36964)3/1/1998 9:10:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
Keep in mind that ASND sells more to ISPs and RAS has been soft there the last two quarters.

CSCO sells more to enterprises, and apparently they are buying a lot lately.

I think the ISP sales will pick up again in 1998.



To: scott maragioglio who wrote (36964)3/1/1998 9:46:00 PM
From: Bindusagar Reddy  Respond to of 61433
 
At this point I am more interested in ports deployed by ASND and deep installed base rather than percentage by revenue. As you know that will translate into future revenues with upgrades and high end products. Does Dell'oro give port # leaders.

Glen! would you mind taking a look at the report for above info.or contact the research firm. Thanks.


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