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

To: Jack Colton who wrote (38381)	3/8/1998 1:14:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<Video conferencing is good, but I have had an entire room set up for Video conferencing for 3 years now, and I have yet to see anywhere near the payback for it. Video Conferencing appears to be much more of a niche market than I originally thought. It may be great in applications like Telemedicine, Lawyers Offices for remote depositions, and area where you can save people time ($) and money ($) by not having to travel. {But you and me looking at each other while we correct our typos ain't gonna cut it.}>> Good point Jack. Yes, Video Conferencing is still more of a niche market at the moment. But IMO, that's because the Desktop, the enterprise network connected to it and the Internet itself can't handle this on a broad scale. Remember 15 years or so back when the question was asked "what is a PC good for? Why do I need one - I can balance my checkbook manually just as well? Today, there are so many uses that this is not in question anymore. Videoconferencing is one aspect of a megatrend where people will not be tied to within 50 miles of big cities and commute to work everyday. Videoconferencing to the desktop also means that the desktops may not be in centralized locations. This will of course take years to play out, just as today's PC took years to evolve from the original IBM PC of 1981 with it's 5MB hard drive. But the trend is just as inevitable. Typically, several bandwidth intensive applications will grow until another critical mass point is reached, causing the next major upgrade cycle. More to the point, ASND and MRVC will be among the best bandwidth plays going forward, which is why most of my money is there.