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


To: djane who wrote (47544)5/27/1998 8:35:00 AM
From: Terry Audette  Respond to of 61433
 
djane
How do you see these new LU IP products affecting ASND?



To: djane who wrote (47544)5/27/1998 1:56:00 PM
From: Trevor Goodchild  Read Replies (1) | Respond to of 61433
 
"PopEye is intended to drive a stake into the heart of the Ascend 9000 and 550, said one industry analyst" - from "Cisco Readies Carrier Gear", Page 70, Network World, by Jim Duffy.

The article also mentioned how "With Tag Switching, analysts expect Wildcat and PopEye to give competitive offerings from FORE Systems, Inc. and Ascend Communications Corp. a run for their money in carrier nets."

Good thing I'm hedged by owning all three, otherwise, I'd be a bit worried. After all, Cisco is like Microsoft. They're not better, they lever.