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


To: FUZFO who wrote (38255)3/7/1998 2:45:00 PM
From: Narotham Reddy  Read Replies (1) | Respond to of 61433
 
> Red Herring article

Fuzfo:

There is an interesting article in their latest issue - titled
"Could be Contenders" - Venture capitalists are backing Cisco's
potential challengers.

The author compares the future state of networking to today's computer market, where Compaq and Dell essentially distributors, and intel is the real computer manufacturer. Over time, he says, the same thing will happen to networking companies: "In future, Cisco and Ascend will be like Gateway and Dell today -- distributors of advanced silicon".

Narotham