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


To: The Phoenix who wrote (59984)2/17/1999 12:35:00 PM
From: Mighty Mizzou  Respond to of 61433
 
do you know what parts of the AT&T network and AT&T network futures will be CSCO?

As a matter of fact I do, back office LAN hubs to support the secretary pool lunch menu drivers. HA HA HA HA HA HA!

GO ASND!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!



To: The Phoenix who wrote (59984)2/17/1999 10:50:00 PM
From: Ingenious  Read Replies (1) | Respond to of 61433
 
Actually, if INTC, MSFT, DELL GO DOWN; ASND (and CSCO)*MUST* GO UP

For now, competition in the PC space will drive costs down for PC and net-ready devices so that *everyone* will access the net and bandwidth utilization will go .... UP UP UP!!!. So the lower the cost for PCs and other net access devices go, then more people can buy the computers and the more ASND/LU and CSCO boxes will be sold.

It may take a while, but some smart analyst will start talking to their techies and figure out what is *really* going on. Computers are pretty much household appliances now. A company called "Emachines" in Milpitas, CA. is starting to sell $499 and lower PCs at Costco. THAT IS CHEAP!! More people, more bandwidth, more ASND/LU and CSCO.

IMHO
Leland