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


To: JRH who wrote (43644)4/10/1998 4:45:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 61433
 
Nice Job JRH.... Thanks for saving me the time...

We should also point out that COMS, BAY, and NN are not ones I would point to as stellar leaders in the industry although these are the companies ASND focuses no. Rather look at LU, NT, and related techs. MSFT, DELL, INTC (O.K. not INTC...:).. but you get the picture..

Your synopsis of the technology acquistions is accurate. Every acquisition generates more revenue post acq... then prior.. Even STRM who many point to as weak is generating more revenue for CSCO that is CSCC for ASND. In fact, the STRM equipment is generating more revenue for CSCO than all of ASND's revenues in total... or at least close to it.

Gary (not Korn)