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

To: Dennis R. Duke who wrote (38203)	3/7/1998 7:23:00 AM
From: scott maragioglio	Read Replies (2) \| Respond to of 61433

Dennis, What this is all about is the end of a 2 1/2- 3 year corporate upgrade cycle. The introduction of Windows NT kicked it off, corporations dumped 486's running 3.1 (which at the time was 80% of all pc's). These corporations then went out and bought high end pc's to stick on their desktops and hope the technology holds out 5 yrs so they can totally write them off. This gave the PC industry a dream scenerio, high unit sales of the highest end products. Intel saw 65% gross margins and the box makers finally saw some gross margin expansion of there own. This cycle is over, the next step is to get high internet bandwidth. After this is avaliable we will see another high end pc upgrade cycle.

To: Dennis R. Duke who wrote (38203)	3/7/1998 9:50:00 AM
From: Glenn D. Rudolph	Respond to of 61433

Just a few thoughts. Sure wish I had sold CPQ on Monday when my gut told me too! Dennis, I am certain there are posts on this thread discussing CPQ that I have not read as of yet. I also have a position in CPQ and suspected a preannoucement due to INTC's preannouncement. I also believed the market too CPQ down to 27 1/2 building this into the stock price. It is my humble option that CPQ will hover around 27 1/2 for a few days and then move closer to 30. The after hours trading at the 25 range I doubt is indicative of what we will see on Monday. Glenn

To: Dennis R. Duke who wrote (38203)	3/7/1998 11:15:00 AM
From: Jeff Jordan	Read Replies (1) \| Respond to of 61433

You know I just noticed the ascend quote under the posts? Cool, how long has that been there? Maybe that was the first post short enough to see it?<g> Could the Intel order slow down be related to the CPQ type OEMs going to JIT rather than pipeline stuffing inventory models? Could Intel's order slow down be AMD K-6's are actually being used, and Cyrix (owned by Nat'l Semi) chips replacing Intel's in the midline CPQ gear, as was announced in the WSJ a few weeks ago? It has always been my opinion this is why Intel came out with the P2 design. So, it couldn't be quickly copied. When competition remained high they had to lower the price. I really like the K6, I use them in my machines. I plan to upgrade my K6/200 to K6/266 very soon. Jeff