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

To: Bindusagar Reddy who wrote (57759)	12/3/1998 12:16:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Oh... I see. So going back to the Del'Oro report that Hisham posted CSCO did $991M in routers. Funny. I thought they're run rate was something like $10B+ this year. Seems to me they're selling more than routers. Guess you're spreading lies again. ;) OG

To: Bindusagar Reddy who wrote (57759)	12/3/1998 1:00:00 PM
From: CJ	Respond to of 61433

ASND/CSCO: A non-tekkie's conclusion: BR/most ASNDER's: This is extremely simplistic, but from all my reading, many hours dd, etc., it appears that, as of now, for use by the majors, ASND is by far the Co. of choice for mainframe relay [ which is v.big, and will continue to be for many yrs. in the future] and CSCO is the Co. of choice for ATM [which is getting bigger and will continue to do so]; AND CSCO is benefiting from ASND products. Eventually, the technology will sufficiently advance to reduce/eliminate mainframe, but it sure isn't there yet. This is not a comparative analysis, nor am I ranking these 2 against others [ LU. NN, FORE, etc.], just an observation; however, I feel so strongly in this conclusion that CSCO will soon share equal billing w/ASND in our portfolios. As many of you know, we have been in ASND for 3 yrs. Have learned much from this thread, especially from those in the tech. industry, and appreciate it very much. Don't have the passion for CSCO as for ASND and FORE, so, GO ASND ! OT ----- I hope we all won't be signing a Happy Trails card to TL. :)