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

To: djane who wrote (54357)	9/17/1998 5:50:00 PM
From: gbh	Respond to of 61433

Yes, Internet growth will continue, but a slowdown in the build-out could be devastating in the short-term to stock prices in the telecom equip industry. Ahhh, the toughest of all questions to answer. On the one hand, we have just about every smaller networking company getting crushed, citing slow demand. OTOH, we continue to have the gorillas CSCO and LU saying the future looks great. Well, I think the future looks great for the gorillas, but not for the monkeys. ASND is just about unique right now in that they are the only mid-sized networker who is healthy. I might add TLAB too. Gary

To: djane who wrote (54357)	9/18/1998
From: Jack Whitley	Read Replies (2) \| Respond to of 61433

<<but a slowdown in the build-out could be devastating in the short-term to stock prices in the telecom equip industry.>> There is not going to be a slowdown in the buildout. How many people tried to log in last Friday, only to get constant busies until after lunch. As platform for e-commerce, which the internet will be, this type of performance is catastrophic. Every infrastructure seller was probably howling with glee last Friday, what a huge market is ahead of them. And, as the cherry on top of the sundae, you've got about 25 million more knuckleheads logging in on Christmas day. jww