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

To: The Phoenix who wrote (60168)	2/26/1999 11:28:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

Hi Gary, it looks like Market finally realized the real value of Box makers. Expect more money flow out of Commodity box makers like DELL(-2), CPQ(-5) and GTW(-6) into the real growth engines of next 5 years, that are busy building the communication networks to link all those boxes and appliances - LU/ASND, CSCO, NT and service providers like WCOM, QWST, ATT and so on. This is just the beginning of the phenomenon. I see these box makers taking bigger hits in 1999. What do you think? Regards, BR