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

To: Mighty Mizzou who wrote (59772)	2/5/1999 2:39:00 PM
From: The Phoenix	Respond to of 61433

MM, Agreed, I think carriers are and should continue to be a good percentage of any networkers revenue that has a long term play. I think ASND/LU, NT, NN, and CSCO have shown a propensity to succeed in pentrating the carriers. (The NN miss is already old news BTW. Did they miss due to enterprise softness??? I didn't hear...and to be honest haven't been watching that very closely.) Now, if you believe that LU/ASND will win the lions share of carrier business going forward that is your opinion - to which you are entitled. But make no mistake, CSCO is a lot more than a router company and it's my belief that LU/ASND and CSCO will both win a significant percentage of buisiness in this space. Announcements last week and forthcoming I think have/will demonstrate why I feel this way. It is very fortunate for you that the executives at LU/ASND don't have the same disdain for CSCO's ability to move on thier traditional markets...they treat CSCO as a formidable competitor - as they should. BTW... as a point of interest the communications market isn't moving to routers - it's moving to IP. We can talk more on this on Monday evening if you would like.... Good luck with your positions..... Looks like the market is taking a breather here. OG *ignoring the insults for now*