Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peppe who wrote (41113)	3/25/1998 11:42:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<Some people on this thread are getting a little dilusional. There is only one networking company that hasn't skipped a beat in the last 2 years, that has consistently outgrown, outpaced and outsold EVERY networking wannabe out there, and that's CSCO.>> You are partly right. CSCO has outsold everyone. As far as the rest, MRVC's growth is triple that of CSCO. 93% bottom line growth and 88% top line growth in 1997. CSCO can't hold a candle to that. CSCO's GE is non-existent. CSCC kicks Stratacom's butt, and say did you notice all those ASND contracts with telcos and CLECs this year? I bet CSCO really wishes they could compete at OC-48 speeds before ASND locks them all up with contracts for the GX-550, but they are a year away, aren't they? How is CSCO's next quarter shaping up? Kind of flattish, no? Oh well, you do have the most bloated stock price of all the networkers - but it will drop 10+ points sometime in the near future. Oh yes, there's all those routers being collapsed and moved outwards because of switches. How ARE router sales these days, anyway? What does one do with all those routers after switches handle both switching AND routing and displace them? They are much too big for paperweights. Better sell and buy ASND?