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

To: Jack Colton who wrote (43847)4/12/1998 12:31:00 AM
From: RobZ  Read Replies (2) | Respond to of 61433
 
Jack and others on the thread,

Now that ASND is out of the earnings picture for a little while, we can watch how other related (and somewhat related) issues do in the upcoming earnings reports due out this next week or two to assess market valuation and relative strength etc. There are many companies that report soon.

BAY, INTC (Tues.), etc...

Which companies in the coming weeks are key to watch for ASND longs and do you or anyone know when these are reported?

Appreciate your feedback.

RobZ



To: Jack Colton who wrote (43847)4/12/1998 2:44:00 AM
From: Stimpson J. Cat  Read Replies (1) | Respond to of 61433
 
In fact, the battle to watch won't be SONET versus ATM - it will be
ATM versus IP.

Huh? It's more like IP over Sonet/SDH versus IP over ATM over Sonet/SDH. That's the real battle going on now. But it's not really a battle per se. Both choices have their niche. Sometimes it makes sense to use one, sometimes the other.


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