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


To: tepli who wrote (48955)6/18/1998 11:27:00 AM
From: The Phoenix  Respond to of 61433
 
Telpi,

Yeah, I didn't articulate that very well - did I. What I meant (but did not say) was for ERICY to be a player in the data/cell/packet communications markets they need a company like an ASND. I know that ERICY is a leader in mobile and microwave systems, sorry for any confusion I might have caused. I will say though that if it's IP ERICY wants than ASND is the wrong company - perhaps BAY would have been better. However, ERICY - as I did point out - has huge experience in infrastructure and working with carriers...this is where ASND is positioned making them a good fit from a channel perspective. ASND however is a layer 2 company which dabbles in layer 3 - they are by no means experts here.

OG