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

To: gbh who wrote (49381)	6/29/1998 11:34:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

I agree with all of the above. Market can get blindsided easily. They take it for granted that the company with higher revenue will continue to maintain their lead. Not necessarily true in real world. Especially in technology, someone can overtake a big company within 6 months time frame, if they have right technology. CSCO should worry more than anybody. They have a lot to loose to the competitors. BR

To: gbh who wrote (49381)	6/29/1998 11:59:00 PM
From: DHB	Respond to of 61433

Double Gary OG and gbh,,,,,,, A considerable amount is at stake as the arena comes to the beginning of a critical mass that no one can truly predict. OG has mentioned several times ASND's unfocused marketing. This was correctly identified in the the telecom.com article. Hiring Alexander was a good move, I don't have a single beef w/CSCO , but my left brain says BS to the current CSCO valuation-SO WHAT- the weather changes- forget the herd they can trample you, maybe it's my youth (40). OG is right concerning CSCO and ASND, but I wont buy CSCO at these levels right wrong or indifferent. Politics and stock prices go hand in hand (short memory) Ditto to the twin sons of different mothers. regards DHB