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

To: The Phoenix who wrote (49406)	6/30/1998 4:33:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

Gary, now you are making sense. On a positive note there is plenty of room for more than one networker in supplying the infrastructure for future digital TELCOs. Look no further than recent winners in PC industry with explosion of PCs, examples, DELL, GTW, CPQ, along with IBM (doubled). When new market is created there is bound to be sure more than one winner. There is enough room for both CSCO and ASND to grow. They seem to be leaving the rest of the group and running ahead of them, especially in CARRIER SPACE, never forget NN. Even NN will do well in an expanding industry. Global digitization of communications will need more than two or three companies to supply the necessary equipments. I am bullish on both CSCO and ASND. Regards, BR

To: The Phoenix who wrote (49406)	6/30/1998 4:47:00 PM
From: George Coyne	Respond to of 61433

<< Nonetheless the attitude in here that ASND's products never fail and that Cisco's do and this is equally irritating to those of us that are invested in both companies. >> Generalizations about group "attitudes" are obviously subjective. I don't know about an ASND invincibility attitude, but there certainly is a sense that ASND has a stronger technology in areas in which they compete directly with CSCO. In any case, it is my perception that there is definitely a powerful rivalry - kind of like the Yankees and Dodgers in the 50's and 60's. The Juggernaut vs. the Scrappers. G. W.