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


To: Tech Bull who wrote (60207)3/2/1999 7:09:00 PM
From: Mighty Mizzou  Read Replies (2) | Respond to of 61433
 
I think tomorrow is the first day of judgement for networkers between enterprise providers and true carrier providers (I dont give ISP's much credit as I see VPN's and the major carriers eventually making ISP's obsolete). CSCO is obviously going to be impacted due to COMS weak enterprise projections. I will be tracking ASND, LU, NT, NN, COMS, CSCO, FORE, and ALA/XYLN, the next few weeks for a WS shakeout consensus. It will be very interesting to see if WS can differentiate between the eight. If ASND/LU shakes off the initial shock the quickest, 1999 and beyond should prove extremely favorable to the LU/ASND alliance. This is what Im expecting.

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

(If anybody wants me to make a chart for all to see, drop me a line. I promise raw data and no cheerleading, even if ASND does kick butt! This will be informational only. I promise OG.)



To: Tech Bull who wrote (60207)3/3/1999 12:16:00 AM
From: Kent Rattey  Read Replies (1) | Respond to of 61433
 
<would be a good time to put out an 'earnings will be in line' press release (if ASND is up to it) and contain this as a 3COM thing!>

Nah, check this out...
wwfn.com

It's all 3COM's fault! Is ASND really a networker???